Financial Planning Manager - Aberdeen
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- Location:
- South East jobs
- Salary:
- Competitive
- Company:
- AXA
- Job type:
- Permanent jobs
- Date posted:
- 21/11/2009 18:04
- Job id:
- 45945069
- Contact:
- unspecified
- Ref:
- Totaljobs/AXALI5809
This Financial Planning Manager (FPM) position is supporting a Coroporate Partnership between AXA and the Clydesdale and Yorkshire Banks. Operating within various branches throughout the North of England and Scotland as the FPM for AXA you will be providing financial advice to customers, working with a comprehensive range of products, including life, protection, regular and lump sum investments and retirement planning
This role reports into the Area Sales Manager
In response to your customer needs you are required to show flexibility in your working hours on occasion.
The role- Building relationships with key contacts within the Clydesdale banks; coaching and motivating them to help generate sales.
- Building relationships with customers in order to drive and sustain sales, to meet new business and business quality targets.
- Identifying and converting opportunities for driving sales growth and cross selling.
- Meeting activity levels and lead generation requirements.
- Capturing and analysing relevant information to inform sales planning.
- Taking accountability for resolving customer service issues in order to maintain the overall quality of the relationship with our partners and their customers.
- Ensuring appropriate records are maintained and comply with FSA requirements
Skills, knowledge and behaviourTo be successful in this role, you will need to:-
- Have the ability to maintain and develop strong working relationships with the branch staff (who provide you with qualified leads)
- Have a strong track record of achieving sales targets and delivering sales growth
- Have some experience within Financial Services
- Be able to work as part of a sales team
- Have strong presentation and communication skills
- Hold Competent Adviser Status
- Hold full FPC
Additional Information- Advisor start date of either 18th January or 8th February 2010
- Resource contact - Judith Coombs
- Application closing date - Friday 27th November
