Bradford sales / marketing

Trainee Financial Adviser

Date posted: Friday 18th July
Location: Bradford

We have a number of job vacancies in the financial industry. Please find below the basic job specification for the Independent Financial Advisor position:

IFA



Due to increasing demand for its Financial Services Business, our clients seek more Independent Financial Advisors to add to its growing sales force.



Based in branch, you will be responsible for maximising the sale of financial products. You role primarily will be to qualify financial leads as well as maximise on cross-selling financial Products. Observance of all compliance requirements, administration in accordance with company policy and procedure, provision of high level of customer service in line with Best Advice principles, maintain levels of product knowledge, legislation and selling rules. Once in an advisory role you will be required to supervise trainee independent financial advisors.

Successful candidates will also possess an excellent telephone manner, along with the organisational and interpersonal skills required to work unassisted and to deal with clients at all levels. In return, you will be rewarded with a generous basic salary package along with uncapped OTE, company laptop, full administration and IT support will also be provided.

Package: £21000 basic

£30000 O.T.E

Key Outputs

· Financial sales.

· Observance of all compliance requirements.

· Administration in accordance with company policy and procedure.

· Provision of high level of customer service in line with Best Advice principles.

· Maintain knowledge of products, legislation and selling rules



Experience & Qualifications

1. A strong team player

2. Dynamic and self motivated


The cost of your CeFA course will be as follows:

CeFA 1, 2, 3, and 4 = £995 tuition

CeFA 2, 3 and 4 = £720

The IFS registration will amount to £135 per module.

Contact details

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Contract type

Additional