http://jobs.ftadviser.com/featured-jobs.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5Not just launching a new product, more re-designing the business … it is the most exciting time to join this counter-cyclical opportunity. Forming a completely new top team (inc. CEO), this profitable and liquid organisation is literally re-inventing itself. As such, it needs a new Sales Manager. The role, as part of the Executive, is to undertake and manage all sales activity for the launch of their new Income Protection product through the IFA/Intermediary channel in the new year. The responsibility is to “own” the revenue lines and the marketing plan. The remit is to generate sales to meet Year 1 targets whilst developing plans with the CEO for Year 2 and beyond. Also, to identify and build critical relationships with IFA networks and other intermediaries. Additionally, it’s about defining and delivering the sales budget, calendarising activity and matching resource/activity to demand whilst co-ordinating Head/Back Office support. Critically, it is about closing the deal and driving income. The requirement is for a proactive self-starter of graduate capability. FS knowledge/Channel currency is essential and IP experience or attendant product understanding is advantageous. You will be a proven sales leader and incisive relationship manager. You are ambitious and want the opportunity to make your mark. Another 3R’s apply – right place, right person, right time … Is it you? If you are interested, please contact: Adrian Wheale with a full CV, quoting reference 1914/FTA at: Wheale Thomas Hodgins PLC Search and Selection Solutions 2nd Floor Berkeley Square House Berkeley Square London W1J 6BD Email: adrian@wth.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=65719Fri, 23 Jul 2010 10:58:52 GMTAbout us LV= is the country’s largest friendly society, with over 4,000 employees serving more than 3.8 million customers. We’ve come a long way over the last few years with greatly improved financial performance and huge business growth. But we’re not planning to rest on our laurels. Far from it. We’re looking to the future with confidence and enthusiasm, as we continue to attract more and more customers and enjoy further success and growth. About the role As you’ll have noticed, these are on-the-telephone financial adviser roles. So, you’ll be on the phone, making outgoing calls and responding to incoming ones. Working to agreed individual annual sales targets, you’ll develop new and existing business for LV= by providing professional, needs-based financial advice on our range of savings, retirement and investment products. You’ll enjoy a real mix of work too. Some will be new customers to LV= while many of them will already have a relationship. And because we have such a loyal customer base and large number of policy holders, there are plenty of opportunities for cross-selling and repeat business. About you You’ll need to be FPC 1, 2 and 3 or CF 1-5 qualified (or equivalent), and have some financial sales experience under your very capable belt. If it’s been gained in a telephone-based environment, even better. As you’re probably aware, there’s a need for you to be RDR (Retail Distribution Review) compliant in the near future. So, we’ll give you all the practical help and support you need to achieve this. It’s fair to say that you’re driven and motivated, and you’ll enjoy managing your own workload. You’ll also need to be numerate, good with IT and quick to learn. The rewards You’ll get out what you put in. As well as a competitive salary, you’ll enjoy uncapped bonus potential. But that’s not all, we’ll also give you a very competitive defined contribution pension scheme, a quarterly sales bonus scheme, 26 days’ holiday (you can also buy and sell holiday), generous discount on LV= products, childcare voucher scheme, and a flexible benefits package. Apply To apply, please visit www.lv.com/careers and quote job ref: LI000261 LV= is an equal opportunities employer.http://jobs.ftadviser.com/job-detail.aspx?id=65703Thu, 22 Jul 2010 11:24:10 GMTIf you believe in putting the customer at the heart of everything you do. If you want to be part of our success. If you have a track record of delivery and want to develop your career as a key part of a truly global business, we would love to hear from you! Financial Planning is a business built on delivery and achievement and that is what we expect of our people too. Teamwork is at the heart of everything we do. As a Financial Planning Manager, you’ll have countless opportunities to demonstrate your skills as a leader and a team player every single day. It’s a role that demands flexibility, drive and a natural talent for getting along with people from all walks of life. We’re committed to giving you the tools and training you need to build on the qualifications and experience you’ve already gained. In return, we want to see you make the most of your role and the doors it opens as your career progresses. It’s your motivation that keeps our business evolving and moving forward. The FSA is in the process of making some fundamental industry changes to help customers feel confident about investing and borrowing money again. The RBS group has been at the forefront of setting these new industry guidelines, working closely with the FSA to develop the Retail Distribution Review (RDR). To meet the FSA’s deadline of 31 December 2012, the RDR journey is already underway. When you join RBS Group, you’ll be fully supported through this time of transition with our leading RDR support package. This below link gives you an overview of who we are, the opportunities we offer and what makes the Financial Planning team at the RBS group a great place to work. As an RBS Group Financial Planning Manager, you’ll need: - FPC 1, 2 and 3 or CF1 – 5 or Full CEFA - ideally with CF2 (if FPC 1-3 held) - The drive to undertake further study to develop your career - Competent Adviser Status for a minimum of six months within the last 24 months - Experience in selling investments, protection and pensions products - Less than two upheld complaints - Bancassurance experience within the last five years - Evidence of achieving current targets - Comparable activity levels (leads from colleagues and self generated) - Team working and relationship management skills - Clean bill of financial health - No criminal record - Current driving licence with no more than six points Area specific roles and requirements: NatWest Personal The role: - Predominantly branch based daytime appointments, including Saturdays - Mostly selling savings, investments, protection and pension products Key skills needed: - You’ll need the ability to adapt to varying audiences and operate across all levels, with potentially high activity levels - Coaching skills are required - You must be resilient and driven with excellent time management skills UK - Business & Commercial The role: - Visiting and working with Business & Commercial Managers, mainly at daytime appointments and occasional Saturdays or evenings - You’ll be recommending products from a higher authorisation level Key skills needed: - You’ll need the ability to operate in a corporate environment and sell in the pensions market - You should ideally hold additional qualifications – for example G10 / G60 - You’ll need strong relationship building skills, self motivation and professional Pride NatWest Private The role: - Working with Private Relationship Managers, appointments taking place at relationship units and customer homes - Daytime and evening appointments as required Key skills needed: - Experience of working within the High Net Worth environment - You’ll ideally hold part or full JO exams - You’ll need excellent relationship building skills and the ability to sell across all RBS Group products To apply please click here: http://www.rbs.jobs/rbsgexp01/?newms=srcp&id=110293http://jobs.ftadviser.com/job-detail.aspx?id=60500Tue, 18 May 2010 12:25:15 GMTRef: 1066 Client Relationship Manager London £competitive Bonus & Benefits The private client division of this wealth management and investment management business is seeking a well spoken, confident and articulate individual to provide comprehensive technical support to the director of a small team dealing specifically with UHNW clients. The team offers strategic and bespoke wealth management advice on a fee basis and the role requires a thorough technical knowledge in all areas with a particular emphasis on the investment arena. Specifically the role involves attending client meetings and providing advice, technical analysis and construction of bespoke reports as well as presenting proposals to clients. The role is a CF30 registered advice role and requires excellent interpersonal skills, client facing experience, a firm grasp of investment issues and excellent written English / presentation skills. This would suit someone with experience gained from a discretionary fund manager, IFA or private banking environment. Successful candidates will be professionally qualified or committed to achieving , either Diploma, IMC or CFA1. Knowledge of the 1st software system would be advantageous. This is an excellent opportunity to utilise existing technical skills and could offer long term opportunity.http://jobs.ftadviser.com/job-detail.aspx?id=64682Mon, 12 Jul 2010 14:51:29 GMTIf you believe in putting the customer at the heart of everything you do. If you want to be part of our success. If you have a track record of delivery and want to develop your career as a key part of a truly global business, we would love to hear from you! Financial Planning is a business built on delivery and achievement and that is what we expect of our people too. Teamwork is at the heart of everything we do. As a Financial Planning Manager, you’ll have countless opportunities to demonstrate your skills as a leader and a team player every single day. It’s a role that demands flexibility, drive and a natural talent for getting along with people from all walks of life. We’re committed to giving you the tools and training you need to build on the qualifications and experience you’ve already gained. In return, we want to see you make the most of your role and the doors it opens as your career progresses. It’s your motivation that keeps our business evolving and moving forward. The FSA is in the process of making some fundamental industry changes to help customers feel confident about investing and borrowing money again. The RBS group has been at the forefront of setting these new industry guidelines, working closely with the FSA to develop the Retail Distribution Review (RDR). To meet the FSA’s deadline of 31 December 2012, the RDR journey is already underway. When you join RBS Group, you’ll be fully supported through this time of transition with our leading RDR support package. This below link gives you an overview of who we are, the opportunities we offer and what makes the Financial Planning team at the RBS group a great place to work. As an RBS Group Financial Planning Manager, you’ll need: - FPC 1, 2 and 3 or CF1 – 5 or Full CEFA - ideally with CF2 (if FPC 1-3 held) - The drive to undertake further study to develop your career - Competent Adviser Status for a minimum of six months within the last 24 months - Experience in selling investments, protection and pensions products - Less than two upheld complaints - Bancassurance experience within the last five years - Evidence of achieving current targets - Comparable activity levels (leads from colleagues and self generated) - Team working and relationship management skills - Clean bill of financial health - No criminal record - Current driving licence with no more than six points Area specific roles and requirements: RBS Personal The role: - Predominantly branch based daytime appointments, including Saturdays - Mostly selling savings, investments, protection and pension products Key skills needed: - You’ll need the ability to adapt to varying audiences and operate across all levels, with potentially high activity levels - Coaching skills are required - You must be resilient and driven with excellent time management skills UK - Business & Commercial The role: - Visiting and working with Business & Commercial Managers, mainly at daytime appointments and occasional Saturdays or evenings - You’ll be recommending products from a higher authorisation level Key skills needed: - You’ll need the ability to operate in a corporate environment and sell in the pensions market - You should ideally hold additional qualifications – for example G10 / G60 - You’ll need strong relationship building skills, self motivation and professional Pride RBS Private The role: - Working with Private Relationship Managers, appointments taking place at relationship units and customer homes - Daytime and evening appointments as required Key skills needed: - Experience of working within the High Net Worth environment - You’ll ideally hold part or full JO exams - You’ll need excellent relationship building skills and the ability to sell across all RBS Group products To apply please click here http://www.rbs.jobs/rbsgexp01/?newms=srcp&id=110293http://jobs.ftadviser.com/job-detail.aspx?id=60472Tue, 18 May 2010 11:50:14 GMT