Job Profile
Our Financial Advisers play a key role in giving customers advice on all Savings and Investments products with a large client-based portfolio, offering a service to clients with up to £100,000 to invest. You will conduct regular reviews of their savings and investments and advise them on an exciting range of products. You will also be responsible for gaining new customers through the branch network.
Great customer service is at the heart of all that we do and this means making sure our customers get the best of everything. With great training and benefits and by working together as a team, we can continue to grow and maintain our position as one of the UK’s most successful banks. Every day we’re developing and growing stronger.
This is an excellent opportunity to capitalise on your existing skills and experience as a Financial Planning Adviser or for those at the beginning of their careers as an advisor, to move to the next level to work in one of our branches.
This role has an established support network in place working with the Savings Specialists and Client Relationship Managers to achieve results. There are real opportunities to succeed and exceed your targets.
It is essential that you possess full CEFA. FPC or CF qualifications or equivalent with a background in targeted sales in a retail banking or financial service environment. If you have the drive and ambition we’re looking for, we can supply all the additional training and support needed for experienced advisors with qualifications to develop their careers in financial planning.
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