Bank Wealth Financial Adviser - Excellent remuneration package

Recruiter
Verridian Recruitment
Location
Basingstoke
Salary
Competitive
Posted
24 Nov 2016
Closes
09 Dec 2016
Contract Type
Permanent
Hours
Full Time
Premier Relationship Manager Description Premier Relationship Manager, Wealth Management Location: Basingstoke Salary between GBP40,000 and GBP45,000 plus full benefits and bonus. In this role, you will: • Provide a range of services to Bank customers, supporting key life events, such as saving for a new home to retirement and protecting their family for every eventuality, providing confidence and reassurance. • Support a portfolio of Premier clients, delivering a consistent and tailored wealth management and financial planning service. • Listen to customers to identify and understand their current and future needs, and providing the right solution to meet those needs. • Gain a comprehensive knowledge of the Bank's full range of products and services to enable you to connect the customer with other colleagues who can support their entire life journey. • Working collaboratively with colleagues to ensure every need of the customer can be met within the wider Bank teams. • Help customers to understand how they can flexibly use the Banks services through Internet Banking, phone Banking and Self-service points, to meet their varying needs. • Develop long term, in depth client relationships with existing and new clients • Comply with the regulations and procedures that govern our business and products. • Treat Customers Fairly at the heart of all that you do. Qualifications To be successful in this role you should meet the following requirements: • Have role relevant qualifications, i.e.DipCII (or equivalent QCF RDR level 4qualification) and have held Competent Adviser Status (CAS) in the last 5 years. Statement of professional standards required (SPS) and practising with the FCA. • Have a full, valid driver's license. • Able to provide evidence of acting as a strategic advisor to customers, having established and built valuable long-term relationships with significant customers. • Have a track record of successfully identifying and developing significant /complex business propositions that attract and entrench customers, in a fair and ethical way. • Availability to undertake the travel required for this role, i.e. travel required with the allocated coverage area of region This role is being dealt with by Mark Hazzard, Verridian Recruitment