Capital Strategy Associates |
| Contact |
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| Telephone |
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| Email |
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| Website |
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| Address |
The Business Centre , Redditch , Worcestershire , B97 6HA |
| Description |
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| Job Title |
Regional cleaning manager (self Employed) |
| Salary/rate |
£35000 - £75000/annum |
| Location |
South, Midlands, North, , UK |
| Job Number |
124121569 |
| Posted |
19/03/2010 (09:59) |
| Agency/Employer |
Capital Strategy Associates |
Description
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This is an opportunity to have your own cleaning business, be part of a larger organisation that has sales and accounting back up.
Do you work or sell within the cleaning market, have good contacts or just want to be given the chance to succeed. you should enjoy a good income of at least £30000 + OTE
The cost of buying a license for your area is £1500 + VAT
This will give you full back office (sales and accounting). sales campaigns for your area.
Our client is looking for self motivated entrepreneurs willing to reap the direct financial rewards of the work and effort they put in to this opportunity.
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
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| Contact Details |
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| Job Title |
Financial Planning Manager - Marlow, Buckinghamshire |
| Salary/rate |
£26000 - £31000/annum £26-31KBasic/£40-100KOTE+/Car/Bens |
| Location |
Marlow, Buckinghamshire |
| Job Number |
101258408 |
| Posted |
17/03/2010 (09:10) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM’s to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client’s approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
•Detailed knowledge of the financial products approved by our client
•Detailed knowledge of the client’s end-to-end Sales Process and the requisite regulatory obligations associated with this
•Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
•A proven track record within regulated financial services is a pre-requisite.
•Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
•Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
•Understand the culture and strategy of our client’s Financial Planning and its fit with the strategy of the company as a whole
•Relevant industry experience
•Ability to make an impressive impact with customers
•Able to make an immediate presence with segment customers to build credibility
Desirable
•Willingness to study towards AFPC
•Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
•Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
•Satisfy the FSA criteria for an approved person both initially and ongoing
•Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
•Achieve and retain Competent Adviser status
•Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE – uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension – up to 20% contributed / Private medical and Healthcare / Death in Service
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| Job Type |
Permanent |
| Contract Length |
Permanent |
| Start Date |
As soon as poss |
| Contact Details |
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| Job Title |
Financial Planning Manager - Hertfordshire |
| Salary/rate |
£26000 - £31000/annum £26-31KBasic/£40-100KOTE+/Car/Bens |
| Location |
Royston, Hertfordshire |
| Job Number |
101258403 |
| Posted |
17/03/2010 (09:10) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM’s to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client’s approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
•Detailed knowledge of the financial products approved by our client
•Detailed knowledge of the client’s end-to-end Sales Process and the requisite regulatory obligations associated with this
•Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
•A proven track record within regulated financial services is a pre-requisite.
•Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
•Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
•Understand the culture and strategy of our client’s Financial Planning and its fit with the strategy of the company as a whole
•Relevant industry experience
•Ability to make an impressive impact with customers
•Able to make an immediate presence with segment customers to build credibility
Desirable
•Willingness to study towards AFPC
•Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
•Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
•Satisfy the FSA criteria for an approved person both initially and ongoing
•Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
•Achieve and retain Competent Adviser status
•Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE – uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension – up to 20% contributed / Private medical and Healthcare / Death in Service
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| Job Type |
Permanent |
| Contract Length |
Permanent |
| Start Date |
As soon as poss |
| Contact Details |
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| Job Title |
Financial Planning Manager - London and Surrey |
| Salary/rate |
£26000 - £31000/annum £26-31KBasic/£40-100KOTE+/Car/Bens |
| Location |
London, Surrey, South East |
| Job Number |
101258396 |
| Posted |
17/03/2010 (09:00) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM’s to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client’s approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
• Detailed knowledge of the financial products approved by our client
•Detailed knowledge of the client’s end-to-end Sales Process and the requisite regulatory obligations associated with this
•Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
•A proven track record within regulated financial services is a pre-requisite.
•Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
•Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
•Understand the culture and strategy of our client’s Financial Planning and its fit with the strategy of the company as a whole
•Relevant industry experience
•Ability to make an impressive impact with customers
•Able to make an immediate presence with segment customers to build credibility
Desirable
•Willingness to study towards AFPC
•Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
•Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
•Satisfy the FSA criteria for an approved person both initially and ongoing
•Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
•Achieve and retain Competent Adviser status
•Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE – uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension – up to 20% contributed / Private medical and Healthcare / Death in Service
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| Job Type |
Permanent |
| Contract Length |
Permanent |
| Start Date |
As soon as poss |
| Contact Details |
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| Job Title |
Sales Executive - Internal |
| Salary/rate |
£16000 - £20000/annum Excellent see job description |
| Location |
Redditch, Birmingham |
| Job Number |
118334129 |
| Posted |
17/03/2010 (08:00) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Package
• £16,000 basic salary
• Quarterly performance related bonus
• Private Healthcare
• Contributory Pension Scheme
• Life Assurance
• Dental Care
• 25 days holiday, increasing by one day to 26 days based on 5 years service.
• Additional holiday purchase scheme available.
Description
Responsible for outbound calling to a regional database of high-energy business and commercial users in the UK, building relationships over the telephone and securing new business appointments for a team of Business Development Managers.
Personal Profile
• Previous experience in an outbound, b2b calling telephone based role.
• Good communication and interpersonal skills.
• Able to listen and question effectively.
• Good attention to detail with the ability to record information accurately and with care.
• Demonstrable initiative and enthusiasm.
• Ability to work under pressure to individual targets.
Responsibilities
• Assist the Business Development Managers in getting back in contact with prospects where
• they are having difficulties.
• Share successful approaches to calls and objection handling with other team members.
• Take personal responsibility for understanding of market intelligence and the services on
• offer and how best to effectively impart that knowledge to prospects.
• Support the marketing department with the follow up of any marketing communications
• campaigns, providing detailed feedback when required.
The Company
As the UK’s market leader in energy consultancy, with client base of major energy users within the industrial, commercial and public sectors. Working on behalf of 40% of the FTSE 100 and other major energy users including Cadbury UK, Weetabix and Morphy Richards. Services relate to every aspect of energy from procurement to energy price risk management and carbon reduction.
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
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| Job Title |
Sales Business Development Manager |
| Salary/rate |
£22000 - £35000/annum Excellent see job description |
| Location |
Redditch, Birmingham |
| Job Number |
118334131 |
| Posted |
17/03/2010 (07:59) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Business Development Manager
Package
£22,000 - £27,000 basic salary.
Uncapped commission scheme.
Company car (Golf) or Car Allowance.
Private healthcare.
Contributory pension scheme.
Dental care.
Life assurance.
25 days holiday, increasing by one day to 26 days based on 5 years’ service.
Additional holiday purchase scheme available.
The Company
As the UK’s market leader in energy consultancy, with client base of major energy users within the industrial, commercial and public sectors. Working on behalf of 40% of the FTSE 100 and other major energy users including Cadbury UK, Weetabix and Morphy Richards. Services relate to every aspect of energy from procurement to energy price risk management and carbon reduction.
Personal Profile
• B2B sales experience (experience in the energy market is desirable and advantageous).
• Proven sales track record.
• Enjoys working to and achieving business targets.
• Excellent presentation skills.
• Good attention to detail with a passion for delivering an exceptional level of service.
• Ability to quickly understand process and communicate new concepts and services effectively.
• Commercially minded with the ability to focus on high quality and business profit.
• Outgoing and self-driven with a positive outlook.
• A natural forward planner, able to critically assess own performance.
• Mature outlook, credible and comfortable dealing with contacts at all levels including senior management.
• An effective communicator with the ability to empathise with other people.
• A natural team player, able to get on with others, providing guidance and support.
• Keen for new experiences, responsibility and accountability.
The Role
• The Business Development Manager is responsible for developing robust business relationships at a senior level with major energy users across a variety of sectors.
• It is a consultative sales process which requires an understanding of the energy requirements in each business to provide the most appropriate solution.
• This role is supported by a strong marketing and telemarketing team who book all appointments.
• This enables the business development team to focus solely on attending meetings and converting new business.
• With an annual revenue target you will be negotiating at director and senior management level.
• With sales cycles lasting as long as 6 months or more, this role requires a high level of organisation, discipline, time management and a strategic, consultative approach.
• There are up to 4-5 meetings per week to cover across the UK.
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
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| Job Title |
Sales Account Manager - (Existing Clients) |
| Salary/rate |
£18000 - £25000/annum Excellent see job description |
| Location |
Redditch, Birmingham |
| Job Number |
118334130 |
| Posted |
17/03/2010 (07:56) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Account Manager
Package
• £18,000 per annum
• Quarterly performance related bonus
• Pool Car
• Private Healthcare
• Contributory Pension Scheme
• Life Assurance
• Dental Care
• 25 days holiday, increasing by one day to 26 days based on 5 years service.
• Additional holiday purchase scheme available.
Suggested Qualifications
A degree in a conventional subject or business related discipline. An upper second (2.1) or above is preferable from a recognised university.
Personal Profile
• Ideally of graduate calibre.
• A good commercial awareness.
• Confidence in building strong working relationships with contacts at all levels, including senior executives.
• An effective communicator, both verbally and in writing.
• Professional and enthusiastic approach, well presented and business like.
• Able to get on with others and be a team player.
• A creative approach to problem solving and a good eye for detail.
• Excellent organisation skills with the ability to prioritise workloads.
• Strong negotiating and persuading skills.
• Ability to identify cross sales opportunities, working with colleagues and managers to close these to the benefit of the business.
• Sufficiently mobile and flexible to travel a number of days per month with some occasional overnight stays within the UK.
• Full clean drivers licence
Description
• Maintains and manages relationships with an allocated portfolio of Medium sized accounts.
• Assesses client requirements and implements an appropriate service delivery plan.
• Tenders and negotiates clients’ energy supply contracts, identifying appropriate products and services.
• Provides the latest market information and visits clients for regular reviews.
• Maintain a proactive approach to client management, communicating regularly with clients by telephone, email and face to face visits.
The Company
As the UK’s market leader in energy consultancy, with client base of major energy users within the industrial, commercial and public sectors. Working on behalf of 40% of the FTSE 100 and other major energy users including Cadbury UK, Weetabix and Morphy Richards. Services relate to every aspect of energy from procurement to energy price risk management and carbon reduction.
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
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| Job Title |
PA / Secretary / Administrator |
| Salary/rate |
£15000 - £16500/annum £15000-£16500 depends on experience |
| Location |
Hanley Swan, Hereford & Worcestershire |
| Job Number |
126182306 |
| Posted |
15/03/2010 (14:36) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Personal Assistant / Secretary / Administrator
An opportunity has arisen with our clients to recruit an experienced PA / Sales Administrator. Reporting directly to the Sales Director you will be responsible for typing of reports, collating sales figures, preparing documents for presentations, liaising with clients and the sales teams. You be in responsible for managing of the Sales Director's diary and general admin.
You will need to be friendly, outgoing and very organised. You will have a can-do attitude and be confident liaising at a high level. You will be proactive and very enthusiastic.
Due to the nature of the location, you would need to be a car driver.
For further information, please call Arlene Gray
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
Immediate |
| Contact Details |
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| Job Title |
Customer Services Co-Ordinator |
| Salary/rate |
£15000 - £16500/annum |
| Location |
Hanley Swan, Hereford & Worcestershire |
| Job Number |
109148888 |
| Posted |
12/03/2010 (13:40) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Customer Service Advisor/ Customer Service Co-ordinator
My client is looking to recruit in to their very busy successful team. The ideal candidate will be used to handling contractors and fitters and will be used to liasing with clients. This is a very busy, fast paced role that requires you to be extremely organised, pro-active and be able to use your initiative.
You will be responsible for processing orders, planning installations and liasing with the various department to ensure the installations happen within the given timeframes. You will extremely organised, computer literate and be a very strong communicator.
Due to the nature of the location, you would need to be a car driver.
The position is available with an immediate start date. Please call Arlene Gray for further detail
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
Immediate Start |
| Contact Details |
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| Job Title |
B2B Telesales Cardiff |
| Salary/rate |
£16000 - £30000/annum £16Kbasic/£25-30KOTE+ |
| Location |
Cardiff, South Glamorgan |
| Job Number |
118333658 |
| Posted |
12/03/2010 (10:14) |
| Agency/Employer |
Capital Strategy Associates |
| Description
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Our client is a reputable well known company based in central Cardiff. They have large premises and over 30 business to business telesales staff as well as field based sales people. They are currently expanding their workforce due to an increase of business activity. The company currently service businesses across South Wales, Mid Wales and Western England. Their reputation is enhanced by their ability to deliver quality products and services sold by their well trained and nurtured sales staff. This is an exciting time of development for the company, so a good time to join for an ambitious person.
About the job: Outbound telesales role working from 9.00am to 5.30pm Monday to Friday. Contacting customers who have lapsed but also bring on new customers. Once these customers are set up, full account management will be required. Up-selling products and enticing customers to buy through competitions and incentives. Relationship building and account management of customers taken on.
Person Spec: Telesales experience (in any industry) is essential. It is critical you can communicate clearly and effectively over the telephone. It is also important to be able to think on your feet and handle rejections. You will also need to be able to build a rapport with business customers and account manage. You need to be self motivated and enjoy phone work.
Benefits: £16K basic / £25-30KOTE first year / Support and Training / excellent holidays
To apply, please attach your CV.
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| Job Type |
Permanent |
| Contract Length |
Permanent |
| Start Date |
April 2010 |
| Contact Details |
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| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Belfast, Antrim |
| Job Number |
101257688 |
| Posted |
08/03/2010 (14:32) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
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| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Isle of Wight, Isle of Wight |
| Job Number |
101257678 |
| Posted |
08/03/2010 (13:45) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
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| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
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| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Lytham St Annes, Lancashire |
| Job Number |
101257677 |
| Posted |
08/03/2010 (13:41) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Aberdeen, Grampian |
| Job Number |
101257676 |
| Posted |
08/03/2010 (13:39) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Rhyl, Clywd |
| Job Number |
101257673 |
| Posted |
08/03/2010 (12:50) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Portsmouth, Hampshire |
| Job Number |
101257672 |
| Posted |
08/03/2010 (12:45) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
London, London |
| Job Number |
101257671 |
| Posted |
08/03/2010 (12:43) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Devizes, Wiltshire |
| Job Number |
101257670 |
| Posted |
08/03/2010 (12:37) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Ramsgate, Maidstone, Dover, Kent |
| Job Number |
101257668 |
| Posted |
08/03/2010 (12:34) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
| Job Title |
Financial Planning Manager |
| Salary/rate |
£26000 - £31000/annum Commission |
| Location |
Croydon, Surrey |
| Job Number |
101257664 |
| Posted |
08/03/2010 (12:16) |
| Agency/Employer |
Capital Strategy Associates |
| Description
|
Our client, a large international bank and financial institution, are currently recruiting Financial Planning Managers (FPMs). A well respected, professional, award-winning company, our client, who provide leading edge product solutions, are offering the chance for successful FPM's to join their team and as such gain great rewards both financially as well as professionally.
Job role:
To work in conjunction with designated segment introducers to provide comprehensive financial planning to customers, fulfilling the complex needs of customers from a range of our client's approved providers by analysing their financial position, understanding their financial goals and attitude to risk and recommending the most suitable products to meet their financial needs.
The FPM needs to work closely and build relationships with their nominated introducers to provide support, guidance and coaching to achieve sales activity targets.
The role will encompass: financial planning and advice, sales, working to sales and performance targets, feedback and coaching to staff providing leads, relationship management and meeting regulatory, quality and compliance standards.
A full job description can be provided on request.
Person Spec:
Essential:
* Detailed knowledge of the financial products approved by our client
* Detailed knowledge of the client's end-to-end Sales Process and the requisite regulatory obligations associated with this
* Knowledge and understanding of the responsibilities to comply with the relevant FSA regulations
* A proven track record within regulated financial services is a pre-requisite.
* Knowledge of the Life Assurance, Pensions and Investments industry in the UK and a basic to good understanding of current UK taxation system
* Ability to understand, analyse and communicate the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended
* Understand the culture and strategy of our client's Financial Planning and its fit with the strategy of the company as a whole
* Relevant industry experience
* Ability to make an impressive impact with customers
* Able to make an immediate presence with segment customers to build credibility
Desirable
* Willingness to study towards AFPC
* Willingness to study for G10, G30, G60 if required
Qualifications and other requirements specific to job role:
* Qualifications in Financial Planning by achieving full CEFA, FPC or a recognised industry equivalent qualification
* Satisfy the FSA criteria for an approved person both initially and ongoing
* Demonstrating and maintaining own Continuing Professional Development (CPD) in line with the standards detailed in the company Training & Competence scheme and keeping knowledge of sales standards, legislation and products up to date
* Achieve and retain Competent Adviser status
* Knowledge of corporate pensions
Benefits:
Join a successful team and reap the rewards whilst gaining full support, training and development.
£26,000-31,000 Basic salary / £40,000-£100,000OTE - uncapped / Company Car (BMW, Audi, Honda, Toyota, VW, Lexus) or Car Allowance (£4,550) / Pension - up to 20% contributed / Private medical and Healthcare / Death in Service
|
| Job Type |
Permanent |
| Contract Length |
N/A |
| Start Date |
ASAP |
| Contact Details |
|
|
|
|
|
