-
Financial Adviser
2 days ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · - Telephone: · **Financial Adviser: Home base ...
-
Financial Adviser
1 week ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · - Telephone: · **Financial Adviser: Home bas ...
-
Financial Adviser
3 days ago
AMG Search West Bromwich, United KingdomAMG Search is currently looking for a Punjabi speaking Independent Financial Adviser to join a highly respected and forward-thinking Financial Services organisation. · - As an Independent Financial Adviser you will join a highly successful team that provides clients with financia ...
-
Financial Sales Adviser
1 week ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Insurance Adviser: Dudley, West Midlands - ...
-
Financial Sales Adviser
2 days ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Insurance Adviser: Dudley, West Midlands - S ...
-
Financial Adviser
2 days ago
Idex Birmingham, United KingdomExcellent career opportunity for a dynamic, client focused Financial Adviser with access to mass affluent and HNW clients. · **About our client** · A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients. · My client is an ambitious UK Wealt ...
-
Financial Adviser
1 week ago
Clever-HR Birmingham, United KingdomOur client, a well-established and successful Wealth Management practice that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced and enthusiastic Financial Adviser to join the team. · Due to their strong focus on devel ...
-
Financial Adviser
2 days ago
Premier Jobs UK Limited Birmingham, United Kingdom Full timeThis remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. · They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help indi ...
-
Financial Adviser
1 week ago
Recruit UK Sutton, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial advice · **Location**:Sutton · **Salary**: Basic salary of up to £85,000 (OTE £100k+) · **Job Reference**:8995 · Recruit UK is working on an excellent opportunity for an experienced and technical Financial Adviser to join ...
-
Financial Adviser
1 week ago
CFP JOBS Stoke, United Kingdom**Independent Financial Adviser opportunity with established client base** · Our client is an award-winning Chartered firm of Independent Financial Advisers. · According to the CII they are ranked among the top 15% of firms based on qualifications. · They have now identified an o ...
-
Financial Adviser
1 week ago
Recruit UK Coventry, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial Advice · **Location**: West Midlands · **Salary**: £40,000 - £60,000 · **Reference Number**: 7432 · Recruit UK are representing a Wealth Management company in Coventry who are seeking an additional Financial Adviser to jo ...
-
Financial Adviser
4 days ago
GCB Recruitment Coventry, United KingdomOur client, a well-established Financial Planning firm based in Coventry, is looking to recruit an experienced Independent Financial Adviser to join their ever-growing team. The position is available due to the expansion of the business as part of its ongoingsuccess as a firm. · ...
-
Financial Adviser
1 week ago
Jigsaw Recruitment Worcester, United Kingdom**Financial Adviser: Home based position covering Worcester, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to ...
-
Financial Adviser
3 days ago
James Phillip Financial Recruitment Coventry, United KingdomExcellent opportunity for an experienced financial planner to join a unique practice. · Employed position in a company that offer financial advice to a large client base, they are now looking for an IFA to join their team to manage and grow an established book of clients. · An op ...
-
Financial Adviser, Birmingham
4 days ago
CleverHR Birmingham, United Kingdom**Financial Adviser - Birmingham** · **Salary: £55,000 DoE + Bonus and Benefits + Clients** · We are delighted to be working with this Wealth Management Midlands based firm that offers a personal and discreet financial planning service that aims to deliver integrated holistic adv ...
-
Independent Financial Adviser
2 days ago
Truestar Talent Ltd Birmingham, United Kingdom**Are you looking for an exciting new career in 2023** · **Will your new career offer you** · - **An established client base of High-Net-Worth Clients**: · - **Opportunity to work remotely**: · - **The opportunity to grow and progress your career.** · The successful applicant for ...
-
Employed Financial Adviser
1 week ago
THE OPENWORK PARTNERSHIP Stoke, United KingdomThis firm enjoy an enviable position as agents for a major high street financial institution and are looking for an experienced Financial Adviser - or newly qualified Adviser with experience of working within a bank, to look after existing clients as wellas developing referrals f ...
-
Independent Financial Adviser
1 week ago
Idex Worcestershire, United KingdomIdex Consulting have partnered with a high-growth national financial advice business who have recently acquired a local firm in the Worcestershire area with plans for continued success in the region. · They now wish to hire a Financial Planner who wishes to lead and develop a loc ...
-
Remote Financial Adviser
1 week ago
Finlink Ltd Birmingham, United KingdomAn excellent opportunity to join an IFA firm in a period of growth as a Financial Advisor, working remotely. The firm are looking for those with financial planning experience and who are interested to grow a client bank in their area. · This company are an independent financial a ...
-
Trainee Financial Adviser
1 week ago
The Burford Recruitment Company Ltd Staffordshire, United KingdomAn exciting opening has arisen for an ambitious graduate who is looking for an opportunity to start their career in wealth management and qualify as a Financial Adviser · The Burford Recruitment Company are working with a leader in wealth management, who work with high-net-worth ...
Financial Adviser - Wolverhampton, West Midlands, United Kingdom - UK Bank
Description
Job DescriptionJOB TITLE:
Personal Banker
REPORTS TO:
Area Branch Manager
MAIN RESPONSIBILITY:
To assist the branch in meeting its sales objectives by delivering 1st class customer
care to existing clients and by the acquisition, and retention of new clients by
developing and strengthening new clients' relationships.
JOB RESPONSIBILITY:
~ Identifies and pursues sales opportunities through client referrals, Bank's internal
networks, corporate relationships, and personal network.
~ Delivers superior customer service, promptly handling all calls and emails.
received; fosters strong customer relations and actively promotes the Bank as the
preferred provider of banking services.
~ Establishes and maintains the highest level of customer care and delivery.
standards ensuring customer queries and complaints are addressed in a prompt
and amenable manner and where applicable, directed to the relevant
department on the client's behalf.
~ Identifies and pursues opportunities to cross sell products and services to existing
clients, through regular telephone &/or face to face contact and on-going
relationship building.
~ Fosters and maintains a welcoming, professional and service oriented
atmosphere within the banking hall.
~ To support the branch's business development initiatives by promoting and
attending business development and sales events.
~ To process 'new account' applications including NRI, postal service and other
miscellaneous service requests.
Preparation of DCS for service requests.
To handle all postal service requests.
To prepare AML Risk Matrix and check lists for account opening.
Responsible for logging and maintenance of postal register.
Designated as cover for the alternate Personal Banker position as and when
required.
~ Responsible for operating cash and attending to customers and maintenance of
the cash register, ensuring compliance with the policies and procedures of the
bank.
Responsible for processing of Remittances.
Responsible for the maintenance of AML format for Cash of more than £9000 on a daily basis.
Responsible for dispatching cheques for remittances.
Responsible for providing cover for clerical staff as and when required ∙ Undertakes any other responsibility as delegated by the Area Branch Manager or so designated senior officer.
COMPETENCY:
Excellent Networking skills.
Excellent Sales Skills.
Excellent Interpersonal skills.
Excellent oral and written communication skills.
Retail Sales experience.
Ability to establish credibility and rapport; be friendly and personable and looks for ways to benefit the customer's financial relationship.
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills.Understands how to present features, and benefits of products and services to customers with differing needs.
KEY INTERACTIONS/NETWORKS/
DOTTED LINE RELATIONSHIP:
Works closely with all the stakeholders in the branch and be an active member of the branch jigsaw.
Will be involved in the external activities such as customer visits, business events, and corporate visits.
Reporting directly to Area Branch Manager but will work closely with BDM & Head of Sales.
PERSON SPECIFICATION
Identifies and develops opportunities; innovates and make things happen, Self-driven and self-reliant – set aims and targets and leads by example.
∙ Results oriented.Self-assured and confident.
Prior experience in a similar role would be advantageous.
Contacts:
~ In all contacts the post holder will be required to present a good image of the State Bank of India as well as maintaining constructive relationships.