Address
Form of work
SalaryJob Title:Financial Advisor
Location: Home/Field Work, North Wales
Salary: £45,000 - £60,000 and OTE of £100,000
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Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team.
Base salary is £45,000 - £60,000, with OTE of £100,000
Company car allowance included
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Main Duties and Responsibilities
- Analyse, identify, and evaluate customer’s personal, business, and financial situation through comprehensive Fact Finding
- Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers
- Complete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory record
- Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained
- Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives
- Identify and generate general insurance leads for Agents from the life customer relationships to meet relevant target
- Deliver short term/one off projects and activities as required by and to the standards and outcomes agreed with the line manager
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About You
- Level 4 qualified
- Valid Statement of Professional Standing
- Experience of delivering regulated financial advice to UK customers
- Strong knowledge and understanding of the financial services regulatory and compliance framework
- Good knowledge of end-to-end sales processes, systems, and tools
- Creates a team environment, provides innovative ideas, and challenges self and others to achieve higher levels of quality and output to achieve great results for our business
- Puts customers first
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Benefits and Entitlements
- A Family Friendly policy to balance work and family life
- 25 days holiday + bank holidays + buy/sell scheme
- Contributory pension scheme, up to 20%, including your 8% contribution
- Voluntary benefits - private medical and dental insurance
- Health and wellbeing plan?- cashback for dentist, opticians, physio, and more
- Gym membership contribution
- Access to savings on High Street brands, travel etc
- Refer a Friend £500 bonus scheme
- Life Assurance cover?of 4 x salary
- Employee discounts on a range of insurance policies
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Apply today and we will be in touch!
