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| Job Title |
Financial Advisor (IFA) |
| Location |
Bath, South West |
| Salary/rate |
£40000 - £60000/annum |
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| Job number |
101218420 |
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| Posted |
18/11/2008 (13:56) |
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| Agency/Employer |
XL Recruitment |
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Description
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Job Title: Independent Financial Adviser
Company Name: Chartered Accountants
Approximate Salary: £40k basic
Location: Bath Area
Country: United Kingdom
Position Type: Full Time
Industry Accountancy/IFA Roles
Basic Salary up to £40k,OTE £60K
We are currently recruiting for a leading South West based chartered accountancy/IFA firm with plush offices in Somerset who focus on providing high quality service to affluent clients. We are looking for a high quality Independent Financial adviser who will receive:
£40k per year basic
Strong commission structure
Office support
Pension contribution
This is an excellent opportunity to join a dynamic, forward thinking Accountancy/IFA based in Somerset where you will provide holistic financial planning advice to HNW and Investment based clients from the affluent rural community. You will have:
Clients provided
Admin & Paraplanning support
Assitance in personal development
Plush office location
Full employed package with long term prospects
Experience and Key skills required for an Independent financial adviser.
Competent Adviser Status
IFA rather than bancassurance background preferably although not essential if can provide record of success.
Ideally Fully AFPC qualified (or equivalent) preferable
Proven track record of success within financial services.
Results-driven with a proactive approach
You will also have an excellent compliance record
Apply Today
Experience Level
Preferably AFPC qualified
Must have prior IFA and accountancy experience
Must have dealt with HNW clients previously
Education Level
Preferably Degree educated
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Commercial Financial Planning Manager |
| Location |
Bournemouth, Hampshire |
| Salary/rate |
£35000 - £70000/annum |
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| Job number |
101211821 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Commercial Financial Planning Manager required by major High Street Bank.The area covers Bournemouth and Poole.
This role would suit a qualified FPC or Cefa,CAS status advisor who is already working in the Commercial Markets.
You will need a proven successful sales track record of over 2 years and have the desire to build on an existing client portfolio.
Leads are provided by business bank introducers who are targeted and monitored for quality leads.
You may already be working for a Bank or Ifa and be looking for a new challenge working in the B2B commercial markets.
You will be meeting business customers and looking after both business needs and personal needs for company directors. This role is working with Businesses with a £5 million plus turnover.
The package includes a competitive basic salary plus bonus potential,Company car,pension,Health cover,Saye,DIS etc.
This is an excellent opportunity to develop your career.Apply now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Commercial Financial Planning Manager |
| Location |
South Yorkshire |
| Salary/rate |
£35000 - £75000/annum |
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| Job number |
101212150 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Commercial Financial Planning Manager required by major High Street Bank.The area covers South Yorkshire/Lincs.
This role would suit a qualified FPC or Cefa,CAS status advisor who is already working in the Commercial Markets.
You will need a proven successful sales track record of over 2 years and have the desire to build on an existing client portfolio.
Leads are provided by business bank introducers who are targeted and monitored for quality leads.
You may already be working for a Bank or Ifa and be looking for a new challenge working in the B2B commercial markets.
You will be meeting business customers and looking after both business needs and personal needs for company directors. This role is working with Businesses with a £5 million plus turnover.
The package includes a competitive basic salary plus bonus potential,Company car,pension,Health cover,Saye,DIS etc.
This is an excellent opportunity to develop your career.Apply now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Area Sales Manager |
| Location |
Newcastle, North |
| Salary/rate |
£45000 - £60000/annum |
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| Job number |
101214988 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Leading Life office requires a Fully FPC/Cefa,qualified Area Manager.For this Financial Services role you must have experience of Managing a team in a regulated environment and have strong leadership and motivation skills.
Working as one of two Area Manager’s you will be responsible for managing a team of financial consultants in the Scottish and North East England (principally Newcastle upon Tyne).
Keys Responsibilities
· Manage and resource segment business plan.
· Ensure team targets are achieved compliantly.
· Ensures all team members understand what is required of them; their targets, KPI’s and behaviour.
· Ensure effective 360 degree communication, (i.e. team, colleagues, managers, clients and business contacts)
· Coach, mentor and motivate all team members, to enable them to perform to the best of their ability, both individually and as part of a team.
· Recruitment and retention of high quality sales staff
· Ensures team is aware of market developments and company policies/processes/ procedures.
· Be proactive in decision-making, recommendations and problem resolution.
· Manage and build relationships with the Affinity Market.
Requirements (qualifications / skills)
Key Skills
Coaching and Mentoring skills
Sales skills and knowledge/understanding of successful sales practices
Specialist knowledge of working with affinity groups
Full FPC and desire to move progress through AFPC
IT literacy
Up to date industry and product knowledge
The role has a basic salary in the region of £45-£60k plus bonus.There is a full benefits package including prestige company car,Pension,DIS,Health cover etc.
This is an excellent role with the potential to progress to a higher level within the company.
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/TJ |
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| Job Title |
Financial Advisor |
| Location |
Stoke -on- Trent, Staffordshire |
| Salary/rate |
£26500 - £45000/annum FULL BANK PACKAGE |
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| Job number |
101212273 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Leading Banc assurer requires fully qualified Financial Advisor to work in busy Stoke -on-Trent Area.
Excellent well known High St Brand.
You will have an entrepreneurial approach seeking to identify new clients to extend your portfolio managing relationships in a rich and dynamic fashion.
You must be fully FPC or CeFA or CF qualified and hold Competent Advisor Status(CAS).
The position offers a good basic salary £26500 with potential to earn substantial un-limited bonus.
A full bank benefits package is also provided including Pension,DIS,Health Care,SAYE,ETC....
The career opportunity is excellent and you can progress quickly into other divisions.OTE £45K Plus.
Full initial and on-going training is provided.
Position is available now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Financial Advisor |
| Location |
Stratford, Warwickshire |
| Salary/rate |
£36854 - £60000/annum |
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| Job number |
101212967 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Financial Consultant required to work in Medical sector for Life Office.
Basic Salary £36854
Full Benefits package
OTE £60K Plus
Home Based role
The role is covering a territory which covers,Stratford,Warwick.Leamington Spa area and involves travelling around the area.All travel expenses are paid.
The role comes with a ready made client bank and new leads are generated by the company for the consultant.
Ideally you will be CAS Status, fully FPC qualified and preferably CeMAP or MAQ.
The rewards are excellent with a basic salary of £36854 plus incentive and bonus scheme making earnings achievable in excess of £60k.
Other benefits include Quality company car,Pension,DIS,Health Cover,paid annual leave etc.
The salary is non validated and there is no earnings cap.With this company you can also set your own basic salary based on last years P60 earnings (upto 70%)
Candidates should have been financial advising for atleast 2 years and preferably have worked with professional people.
This role requires excellent organisational skills and the discipline to work from a home office base.Home office set up costs are provided.
This is a rare opportunity.Applications from Bank based advisers and IFAs welcome.
Apply now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Financial Advisor |
| Location |
Portsmouth, Hampshire |
| Salary/rate |
£36854 - £60000/annum |
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| Job number |
101212964 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Financial Consultant required to work in Medical sector for Life Office.
Basic Salary £36854
Full Benefits package
OTE £60K Plus
Home Based role
The role is covering a territory which covers,Portsmouth area and involves travelling around the area.All travel expenses are paid.
The role comes with a ready made client bank and new leads are generated by the company for the consultant.
Ideally you will be CAS Status, fully FPC qualified and preferably CeMAP or MAQ.
The rewards are excellent with a basic salary of £36854 plus incentive and bonus scheme making earnings achievable in excess of £60k.
Other benefits include Quality company car,Pension,DIS,Health Cover,paid annual leave etc.
The salary is non validated and there is no earnings cap.With this company you can also set your own basic salary based on last years P60 earnings (upto 70%)
Candidates should have been financial advising for atleast 2 years and preferably have worked with professional people.
This role requires excellent organisational skills and the discipline to work from a home office base.Home office set up costs are provided.
This is a rare opportunity.Applications from Bank based advisers and IFAs welcome.
Apply now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Financial Advisor |
| Location |
Medway, South East |
| Salary/rate |
£36854 - £60000/annum |
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| Job number |
101212180 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Financial Consultant required to work in Medical sector for Life Office.
Basic Salary £36854
Full Benefits package
OTE £60K Plus
Home Based role
The role is covering a territory which covers,Medway area and involves travelling around the area.All travel expenses are paid.
The role comes with a ready made client bank and new leads are generated by the company for the consultant.
Ideally you will be CAS Status, fully FPC qualified and preferably CeMAP or MAQ.
The rewards are excellent with a basic salary of £36854 plus incentive and bonus scheme making earnings achievable in excess of £60k.
Other benefits include Quality company car,Pension,DIS,Health Cover,paid annual leave etc.
The salary is non validated and there is no earnings cap.With this company you can also set your own basic salary based on last years P60 earnings (upto 70%)
Candidates should have been financial advising for atleast 2 years and preferably have worked with professional people.
This role requires excellent organisational skills and the discipline to work from a home office base.Home office set up costs are provided.
This is a rare opportunity.Applications from Bank based advisers and IFAs welcome.
Apply now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Financial Advisor |
| Location |
Canterbury, South East |
| Salary/rate |
£36854 - £60000/annum |
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| Job number |
101212179 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Financial Consultant required to work in Medical sector for Life Office.
Basic Salary £36854
Full Benefits package
OTE £60K Plus
Home Based role
The role is covering a territory which covers,Canterbury area and involves travelling around the area.All travel expenses are paid.
The role comes with a ready made client bank and new leads are generated by the company for the consultant.
Ideally you will be CAS Status, fully FPC qualified and preferably CeMAP or MAQ.
The rewards are excellent with a basic salary of £36854 plus incentive and bonus scheme making earnings achievable in excess of £60k.
Other benefits include Quality company car,Pension,DIS,Health Cover,paid annual leave etc.
The salary is non validated and there is no earnings cap.With this company you can also set your own basic salary based on last years P60 earnings (upto 70%)
Candidates should have been financial advising for atleast 2 years and preferably have worked with professional people.
This role requires excellent organisational skills and the discipline to work from a home office base.Home office set up costs are provided.
This is a rare opportunity.Applications from Bank based advisers and IFAs welcome.
Apply now!
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| Job type |
Permanent |
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| Contract length |
N/A |
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| Start date |
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| Contact name |
David Fletcher |
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| Ref no |
DF/XL |
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| Job Title |
Financial Advisor |
| Location |
Bromley, Kent |
| Salary/rate |
£36854 - £60000/annum |
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| Job number |
101212965 |
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| Posted |
14/11/2008 (13:18) |
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| Agency/Employer |
XL Recruitment |
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Description
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Financial Consultant required to work in Medical sector for Life Office.
Basic Salary £36854
Full Benefits package
OTE £60K Plus
Home Based role
The role is covering a territory which covers,Bromley/Croydon area and involves travelling around the area.All travel expenses are paid.
The role comes with a ready made client bank and new leads are generated by the company for the consultant.
Ideally you will be CAS Status, fully FP | |
