Bank Wealth Financial Adviser - Excellent remuneration package
- Recruiter
- Verridian Recruitment
- Location
- Basingstoke
- Salary
- Competitive
- Posted
- 24 Nov 2016
- Closes
- 09 Dec 2016
- Sectors
- Banking & Financial Services
- 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