Financial Advisor- Salaried Wealth Roles

Head Office
50,000 + commisssion
09 Feb 2017
09 Mar 2017
Contract Type
Full Time
Xltec are retained to recruit 3 Wealth/ Pensions Financial Advisors in Birmingham and its surrounding areas. My client is a leading light in the UK Wealth Market and as such are able to offer an excellent base salary and commission structure, together with a steady flow of leads. There is no need to bring clients across however if the successful candidate does they will be compensated in turn.

Key Dimensions:

To plan and work towards achieving individual business targets as agreed with line management.

For a new Adviser the minimum expectations is that 75% of their business in their first twelve months of employment is written on a specific 2 products in your field

To work to the standards set by the CFA, and your Senior Manager.

Key Accountabilities:

Undertake regular and frequent fact-finding, presentation, and servicing review meetings with line management and other company facilitators.

To undertake regular and frequent meetings with your Senior Manager.

To develop and action an acceptable and effective business plan with your Manager.

To contact all leads supplied in an agreed timescale with line management.

To provide feedback on all leads via agreed business processes.

To generate a business pipeline level sufficient to meet your business targets.

To maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards.

Increase technical knowledge in specialist areas.

Knowledge, Skills and Experience:

- Diploma Status
- 1-2 years experience
- Excellentpresentational skills
- Exceptional communication at all levels of business
- High quality of personal organisational skills
- Drive and motivation to deliver business targets
- Ability to work in a team environment
- Eagerness to learn and develop skills and knowledge continually

To have a confidential discussion please call Joe on *************