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Cardiff accounting / finance / banking
Trainee Financial Advisor
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 Advisers to add to its growing sales force.
Based in branch, you will be responsible for maximizing the sale of financial products. You role primarily will be to qualify financial leads as well as maximize 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 advisers.
Successful candidates will also possess an excellent telephone manner, along with the organizational and interpersonal skills required to work unassisted and to deal with clients at all levels.
Package: £20000.00 - £30000.00 (on target earnings)
*With benefits
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. CeFA Qualified
2. A strong team player
3. Dynamic and self motivated
If you are not CeFA qualified, we can provide a course at a cost to you, in order for your application to become successful.
Please forward a comprehensive CV to: jeffreyc@darnellinternational.co.uk
Contact details
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