Financial Advisor (Pensions & Investments)

Selection Group Ltd
£40k - 45k per year + (OTE £50 - £70k) plus benefi
16 Oct 2016
15 Nov 2016
Contract Type
Independent Financial Advisor

An Independent Financial Advisor job in Leeds paying £40,000 - £45,000 (OTE £50 - £70k) who will be primarily office based
and responsible for advising pension funds and equity release with the potential to move in to investments.

Your new company
A large player within the financial services market place they have held true to their goals to improve the markets in which they operate. They are very focused on delivering an excellent customer experience and constantly improve and embrace digital technology.Their site is modern and fresh and they encourage employees to thrive within the environment by offering on-going training and development.

Your new role
You will be responsible for advising clients on the best solution for them to achieve their optimum retirement income. You'll respond to warm incoming leads generated through marketing campaigns and establish contact with potential clients with the aim of securing new business. You'll analyse your client's circumstances and finances, you'll provide you're clients with comprehensive verbal and documented recommendations in line with company best practice. You'll prioritise your leads and manage your own diary, you'll work to sales targets and will promote the organisation at all times. You'll work alongside compliance functions to develop a complaint approach to commercial activity and will ensure that all records are kept in line with company policy. You'll maintain and build relationships with your clients and external providers.

What you'll need to succeed
You'll have a QCF Level 4 Diploma with CAS/CF30 status. You'll be a motivated, proactive and target driven individual who enjoys interacting with clients with the aim of securing business without compromising on quality. Ideally you will have 3 years' experience as a telephone or field based regulated advisor however less will potentially be considered. You'll work on your own initiative and will be comfortable fitting in to a team of vibrant and enthusiastic advisors. You'll have evidence of sustained technical, client service or sales related success.
If you have experience within the investments arena this would you be valuable as the business plans to add this to its portfolio of services in the near future. G60 or AF3 along with AF6 are highly desirable qualifications.

What you'll get in return
You'll be joining an organisation with status, growth and modern offices where technology is readily available to help you succeed. You'll get a basic salary of £40 - £45,000 (OTE £50 - £70k), you'll be working Monday to Friday between the hours of 9 - 5.30pm (1 hour lunch) however some flexibility can potentially be agreed. You'll get 25 days holiday plus bank holidays and your birthday off plus benefits such as free parking on site, cash heath plan, pension, and retail discount schemes and childcare vouchers. You'll be offered the option to further study for additional qualification along with ongoing training and support. As the organisation would like to venture in to investments there will be the opportunity to progress within the team and add value.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up to date copy of your CV, alternatively you can call me on [Phone number removed] or email me directly at [Email address removed]. If this position isn't quite right for you but you are looking for a new position please contact us for a confidential discussion about your career.