Job Description
Job Title: Financial Adviser – pensions and investments
Location: Homeworking and occasional office
Remuneration: £40,000 basic plus bonus – OTE £80,000 – £100,000
Our Client:
Our client is a leading provider of financial advice, offering a comprehensive range of services to help individuals and families achieve their financial goals. The company has a team of experienced and qualified financial advisers who are committed to providing their clients with the highest quality of service.
Job Overview:
Due to expansion, our client who is a large independently owned and directly authorised financial services firm seeking an experienced Wealth Advisor or Financial Adviser or Independent Financial Advisor (IFA) to join our team and play an integral part in the ongoing expansion of the business. The ideal candidate will be a qualified professional with a proven track record of providing holistic financial advice to clients.
Working with the other inhouse financial services departments, you will receive 3-5 new pension or investment leads a week, access to an existing loyal client base spanning new 20 years, as well as a marketing department.
Responsibilities:
- Manage the end-to-end review process for a specific client segment.
- Deliver suitability reviews as required.
- Provide regulated financial advice to clients.
- Develop mastery of the skills necessary to provide an excellent client experience.
- Write suitability letters.
- Support the evolution of the team with process, people, and proposition.
- Advise on Pensions, Investments, Protection
Essential Skills and Qualifications:
- Qualified either Level 4 via CII or LIBF – both are acceptable.
- Current SPS (Statement of Professional Standing)
- Currently CAS (Competent Adviser Status) with another Firm
- Proven experience in a client-facing advice role delivering holistic financial advice.
- Understanding of financial planning and the advice process
- Strong customer service focus
- Fully conversant in Microsoft Office applications
- Experience with using Intelligent Office system.
- 6 years satisfactory regulatory references
- Clean DBS check
Desirable Skills:
- Chartered or working towards Chartered status with the CII (or equivalent)
- Experience working in a telephone or virtual based advice role.
- Experience working in a multi-platform business.
Benefits
- Competitive salary and bonus package
- Flexible working arrangements
- Opportunity to work with a team of experienced and qualified professionals.
- Access to ongoing training and development
- Chance to make a real difference to the lives of your clients.
📞 Contact: Bryn McMillan Managing Director Bryn McMillan Consulting
📱 Call: 07779523541
✉️ Email CV: bm@brynmcmillanconsulting.co.uk
🔗 To Register Click Here: https://www.brynmcmillanconsulting.co.uk/alphabatic-listing/register/