Financial Advisor

Job 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!