You'll work in Financial Planning, where people take pride in delivering a great service to customers that makes a difference to their lives-
Based in the branch network you will lever the strength of the RBS and NatWest Brands and loyal business customer base- A great communicator you will provide business customers with excellent financial planning-
Job Description
. To work closely with Business Relationship Managers to plan and manage activities to exceed individual sales targets through the provision of suitable advice (on Financial Planning and appropriate Retail products) to customers-
. To ensure achievement of regulatory and company compliance standards-
. To work with Retail colleagues to deliver/enhance the RBS Group customer proposition-
Requirements
. FPC3 or CEFA Qualified, with a commitment to complete AFPC
. Minimum 6 months out of the last 24 with "Competent Adviser Status"
. Experience of sales of Corporate products e-g-: Director Share Protection, Key person and Company Pensions-
. Knowledge of general financial services industry and its regulatory requirements-
. Ability to relate to a wide range of people, including Company Directors- Able to conduct a Fact Find and Presentation meeting on a group basis, including the client's Accountant and Solicitor-
. A successful team player
. Computer literate-
. Proven track record in delivering results
. Proven compliance record-
. Ability to plan and organise workload and complete paperwork to required standards-
. Ability to identify self-development needs and implement skills and knowledge gained-
. Driving licence may be required (no more than 6 current points)-
Responsibilities
. Prepare thoroughly and undertake compliant customer interviews in order to recommend and sell suitable Financial Planning products
. Adhere to the company defined sales process, in order to analyse information obtained, prepare recommendations and provide suitable advice
. Ensure all documentation relating to the sales process is completed fully, accurately and timely-
. Collaborate with colleagues to maintain/develop excellent relationships
. Provide feedback/coaching to Relationship Managers and other Retail staff in relation to their performance/objectives in a positive and timely manner-
. Plan and monitor performance against individual objectives and overall sales targets- Where appropriate, plan and implement remedial actions-
. Regularly deliver a robust communication to your Relationship Managers on opportunities, initiatives and results-
. Actively maintain a broad and detailed technical knowledge in respect of regulations, compliance, products, processes and market awareness-
. Prepare and participate fully in all 1:1/development and activities which assist with achieving PDP objectives and retain accurate records of CPD-
. Adhere to Fitness & Proprietary requirements and participate fully in all assessment requirements to maintain authorisation-
. Adherence to published Financial Planning guidelines on cross sale referrals to Business
Relationship Managers-
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