|Job Title:||Premier Manager(IFA)|
|Description:||Premier Manager(IFA) - Southampton, Hampshire
Premier Manager (IFA) working for major High Street Bank.
This role is dealing with High Net Worth customers in the Southampton area.
You must be fully FPC or Cefa qualified and currently hold CAS (Competent Advisor Status)
You should have a strong track record of success and be an individual who strives to achieve success.
Purpose of Role
To provide tailored portfolio management services and Independent Financial advice to high net worth customers. Focusing on new business acquisition and maintaining effective relationship management.
Meeting new and existing customers, identifying needs and opportunities for services and products
Providing suitable advice and where appropriate making referrals or selling products/services to meet those needs
Promoting alternative channels of delivery, where appropriate.
Proactively managing the customer relationship, by contacting customers on key dates and in relation to needs identified but solutions not yet implemented.
Providing a comprehensive product mix to customer needs and objectives, and introducing the full range of wealth management solutions.
Provide effective support, quality feedback and coaching to less knowledgeable colleagues by acting as a role model for branch/area staff.
Full Bank Benefits package including,Company Car Pension,DIS,Healthcare,SAYE,Bonus scheme etc
OTE IS £60K PLUS.Excellent opportunity
|Salary Range:||£35700 - £60000/annum FULL BAN|
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