Financial Advisor

Reed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition.

The successful candidate will eager to generate new business by converting leads from the Union's General Insurance team, across the whole Dorset region. This is a remote working role, but you would need to be Dorset-based in order to conduct client meetings 4 days a week.

The base salary on offer is £45,000 - £60,000, with OTE of £100,000

Company car, mobile phone, and laptop all provided

The successful candidate will - 

• 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

The successful candidate will have -

• A full Level 4 Diploma in Financial Planning (essential)
• A Valid Statement of Professional Standing (strong candidates without this may be considered)
• 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
• Innovative ideas, and will challenge themselves and others to achieve higher levels of quality and output to achieve great results for the business

In return, you will receive -

• 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

If you're interested in the role, please click the link or email me directly at