Banking Jobs in Guernsey

Retail Financial Advisor

Job Ref: LF 20214
Posted: 2018-07-09
Leapfrog Jobs

Our client is seeking a Retail Financial Advisor (RFA) based within their Retail Banking and Wealth Management (RBWM) department.

The role is a client facing role developing relationships with retail customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to work collaboratively with branch colleagues to meet with appropriate customers and identify and resolve protection needs primarily


Guernsey, Channel Islands


Build effective relationships with clients to retain and develop sustainable relationships.
Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals.
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals.
Establish and agree client contact strategies in line with Group operating models.
Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group.
Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients.
Monitor client satisfaction data implementing portfolio level improvements.
Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered.
Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi channel client journey.
Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
Adhere to selling process and sales quality requirements.

Skills / Qualifications

The successful candidate will have a relevant qualification, i.e. CII R01 and R05, and be working towards the Regulated Diploma in Financial Advice. Availability to work the shift pattern is required for this role, i.e. working occasional Saturdays and evenings will be required to ensure we meet client requirements. As will be a willingness to undertake the training/study required in this role, i.e. full support will be provided to gain Regulated Diploma in Financial Planning. Ideally the candidate will have experience working in relevant environment/s, i.e. Retail Banking with a Wealth Management focus is desirable but is not essential. Experience of effectively using knowledge of credit products, processes and risks to make fair and informed lending decisions that meet customers' needs and a comprehensive understanding of the regulatory frameworks and compliance requirements associated with financial services and experience of working within these is required.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.