Telephone Based Financial Advisor job in Glasgow, Scotland

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Job Title		Telephone Based Financial Advisor

Posted		08/02/2010 (17:48)

Agency/Employer		Alpha Recruitment

Description		Telephone Based Financial Advisor - Based - Glasgow Our Client A Leading High Street Name Are Looking to Recruit Based in Glasgow Financial Advisors � Fully CEFA or FPC Qualified with CAS Status To work for a large Multi National Organisation within bank assurance, currently expanding their operation nationally. The Package �24K - �30K Basic � Excellent Earning Potential with an Outstanding OTE �55K + Corporate Package with Fantastic Prospects This Client is financing & supporting all their Advisors through the Diploma. Financial Advisers to provide clients with advice on financial matters, making recommendations on ways to utilise money. The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale. The Job � Offering clients a number of products within a multi tied environment. � Contacting clients over the telephone. � Conducting in-depth reviews of clients' financial circumstances, current provision and future aims. � Analysing information and preparing plans best suited to individual clients' requirements. � Working within an office based environment. � Providing clients with information on new and existing products and services. � Assisting clients to make informed decisions. � Researching information from various sources, including providers of financial products. � Promoting and selling financial products to meet given/negotiated sales targets. � Keeping up to date with financial products and legislation. � Maintaining detailed records to comply with the regulations of the Financial Services Authority (FSA). � Contacting clients with news of new financial products or changes to legislation regarding their savings and investments. The Person � Must be a fully qualified Financial Adviser with CAS Status. � A proven track record of selling and meeting targets. � Able to produce evidence of sales achievements. � Bank Assurance Knowledge. � Knowledgeable with regulations (FSA). If you meet the requirements for this position and are interested in finding out more please send your CV today in the strictest confidence to Debbie Williams debbie@alpharecruitment.ltd.uk Tel 0113 247 0994 www.alpharecruitment.ltd.uk

Location		Glasgow, Scotland

Job type		Permanent

Contract length		N/A

Salary/rate		�24000 - �30000/annum

Start date



Contact name		Debbie Williams

Job Reference		Telephone Based Financial Advisor

Job ID		101249370

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