Vacancy Detail

Financial Planning Adviser

Location(s): North (Liverpool) Job Reference: 1302 Job Type: Permanent Job Description Required to develop and maintain customer relationships ad provide excellent service. Addressing shortfalls in service delivery, identifying and minimising potential complaints / dissatisfaction and engaging with potential and existing customers in line with agreed operating plan. Successful applicants will be required to generate business and recommend services and products to customers and maximise sales opportunities. Must have product knowledge of ANL Products and core savings with an in depth knowledge of the investment industry and a proven sales track record. Will be expected to work across several branches so therefore must hold a full valid driving licence. CeFA/FPC regulatory required. The Candidate Experience: Must have product knowledge of ANL Products Qualification: CeFA/FPC The Package Salary: £ 20,000 p.a. To £ 23,000 p.a.

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