Specialising in investments (e.g. OEICs, Structured Investments, Investment Bonds and GIBs), pensions and protection for clients with up to £100k to invest, working in conjunction with the savings specialist and client relationship manager.  Proactively developing and building financial planning solutions to meet customer needs and growing long-term customer relationships.  This requires a proven track record in achieving and exceeding sales targets; an in- depth knowledge of investment products within a regulated environment and the ability to accurately analyse information to present optimum solutions to customers. 

Fully qualified mortgage consultant with Competent Advisor Status for an independent mortgage broker.  This role involves analysing information from different sources to provide ‘best advice’ and assisting clients to make informed decisions.  The ability to converse with other professionals within the industry in order to achieve objectives is essential.  Experience of dealing with HNW clients is essential, as is looking out for opportunities to up-sell/cross-sell.  Following compliance procedures is important due to the nature of the role, while balancing this with the need to perform financially.  The use of sourcing systems such as TriGold and Mortgage2000 shows confident use of software programs.

Promoted to this position within company after consistently exceeding targets and proven capabilities.  This role involves contacting residential customers in order to arrange an appointment with a financial advisor.  Telephone sales skills are needed, as is an understanding of the criteria required by the advisors.  While arranging an appointment an initial screening process takes place to establish the customer’s suitability in terms of mortgage value/term outstanding, associated credit and possible equity releases.  Quality control checks take place on all calls in order to maintain a professional service.  This is a target orientated role, and a good degree of understanding of the mortgage products is essential.  Cross-selling of other products including some Business-to-Business work.