Job Description: We are seeking a qualified Financial Advisor to join our rapidly expanding pensions, protection and investment business. This is an excellent opportunity for the successful candidate to fill a key position within our financial planning and advice division.
The ideal candidate will have a good working knowledge of Pensions, Investments, Regulation and Financial Planning generally. Strong interpersonal and communication skills are essential as there will be a lot of client interaction.
We offer a friendly and collaborative environment where our ambitious staff foster a strong team ethic. There is a strong culture of ongoing training and education in the firm, and we are delighted to support further relevant qualifications with grants and study leave.
Key Responsibilities:
1. Meeting new and ongoing clients with other team members, to assess their needs
2. Preparing informed advice to clients on life and pensions needs
3. Assessing the needs of existing clients and presenting relevant solutions
4. Evaluating new product options and maintaining a point of contact with pension and investment providers
5. Supporting on compliance matters such as AML and engagement letters
6. Reconciling monthly commissions
Requirements:
We require a QFA qualified or part-qualified individual with good technical Life & Pensions knowledge. Excellent written and verbal communication skills are also essential. Proficiency in Microsoft Office, particularly Word, Excel, and Outlook is necessary.
Benefits:
Our competitive remuneration package includes a company pension scheme, 25 days of annual leave + bank holidays, additional annual leave days from certain levels of seniority, ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum, business closure over Christmas, life assurance x4 annual salary, enhanced family leave policies, enhanced company sick pay, employee assistance programme – 24/7 support, free and confidential, corporate discounts platform, flexible benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates).