Investment Advisor

Posted 18 May by Brookson Limited Easy Apply Featured

Investment Advisor x 1

Due to year on year success Brookson Group are looking for a professional individual to join their financial services team to provide expert financial advice on pensions, investments insurance and group schemes.

This is an exciting opportunity to be a part of a thriving financial services environment which can offer long term progression opportunities

What you will do

  • Offer advice to customers on customised recommendations to help them meet their financial goals.
  • Provide consultative advice on customer’s investment strategies.
  • Place financial well-being of the client as paramount.
  • Have a proactive approach when informing customers with information about new financial products or changes to legislation that may affect their savings or investments.
  • Conduct in-depth reviews of current financial circumstances, current provision and future aims.
  • Meet the standards set out in the Training & Competency Programme
  • Actively keep up to date of all changes to legislation with respect to the Freelance Contractors and Interim Managers industry sector

What we are looking for

  • 2 years’ minimum experience of providing financial advice on financial services and products
  • Level 4 Dip FA
  • Experience of working within a compliance regulated industry
  • Strong knowledge of pension and investment products
  • High level of numeracy
  • Excellent written and verbal communication skills
  • Strong IT skills

Person Specification

  • Professional, customer focused individual
  • Have the ability to build rapport and working relationships easily
  • Excellent communication skills both written and verbal
  • An organised individual who has the ability to effectively prioritise workloads
  • Self-motivated
  • Commercially aware

Benefits provided

  • 23 days’ annual leave
  • Birthday Day off
  • 5% Contributory pension scheme
  • Perkbox to gain access to discounts at major retailers
  • Great working environment and company culture
  • Free fruit Coffee machines in office

Required skills

  • Advice
  • Compliance
  • Financial Services
  • Insurance
  • Investment

Reference: 35175194

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