Telephone Based Investment Adviser
Cheshire
Basic to £28,000 + benefits + bonuses
An excellent opportunity with this market leading Investment Company to join their growing and successful desk based Financial Advice Team.
Your role will be to provide a first-class financial planning advisory serviceand retain business by offering relevant telephone based advice and information to customers who do not have a current adviser, but who want advice on their existing products.
Review existing clients’ circumstances and address as appropriate, obtain the required information to enable a full analysis of the clients’ needs to be conducted; construct appropriate solutions to; product reports and recommendations and implement solutions agreed with clients.
Agree a business development plan to ensure the firm’s qualitative and quantitative business measures are achieved.
Establish contact with potential clients, through referrals.
Ideally you will be fully qualified to FPC/CF level, have sales experience within a Financial Services environment, face to face or telephone and have the desire to develop your career in this growing team.
Basic salary is negotiable, with full benefits and excellent bonus potential.
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