Job Title:
    Financial AdvisorLocation:
    Home/Field Work, Northwest WalesSalary:
    £45,000 – £55,000 and OTE of £100,000

    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, mobile phone, and laptop provided

    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

    About You

    • QCF Level 4
    • 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

    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

    today and we will be in touch!