Financial Advisor
Liverpool
£ 45,000 - 60,000 per annum, Inc benefits
Job Title: Financial Advisor Location: Home/Field Work, Liverpool Salary: £45,000 - £60,000 and OTE of £100,000
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Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team.
Base salary is £45,000 - £60,000 , with OTE of £100,000
Company car, mobile phone, and laptop provided
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Main Duties and Responsibilities
Analyse, identify, and evaluate customer’s personal, business, and financial situation through comprehensive Fact Finding
Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers
Complete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory record
Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained
Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives
Identify and generate general insurance leads for Agents from the life customer relationship...