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26 days ago
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Financial Advisor


Additional Resources Ltd
Salary:
Location: Lancashire
Job type: Permanent
Contact: Naomi
Category: Finance Office Jobs
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Financial Advisor - Lancashire (PR7)

Salary: Competitive (D.O.E)

The Company

Our Client helps people take control of their financial planning, by working with their clients, to empower them with information, education and understanding, and then applying it to help them achieve their unique financial planning goals.

Our client has a very clear view of what clients need and want from a financial planning company and it is in these views they believe that they are very different to our competition

The Role

Are you looking for your next job or your last career move? If you're the latter, then we may just be the home for you. You will be joining the team in an exciting chapter of growth. Our client want to make a positive impact on the people with whom they work with - both inside and outside of the company - and, for clients, they do this by providing financial advice delivered in a way that makes them feel heard and taken care of.

Looking for brilliant people who fit with our culture and values and who can help to write the next chapter of our story.

Role Responsibilities:

Build and strengthen client and joint venture relationships by providing clear, reliable and consistent advice

Achieve your agreed business plan metrics to enable strong individual, office and business results

Maintain a strong pipeline of prospective clients and contact them regularly in line with business plan expectations

Keep up to date with all relevant product, legislative and technical changes

Understand our guiding principles and values and uphold them in line with treating customers fairly

Use client information, effectively obtained and documented, to provide suitable recommendations that are individual to the client and makes them feel heard and taken care of

Work effectively with the wider office team in line with internal processes and best practice

Ensure a current statement of professional standing (SPS) is held at all times

Essential Skills & Requirements:

What you need to be successful:

At least Level 4 qualified achieved through a recognised industry body

Two years financial services experience in a client-facing advice role

Ability to create effective plans of action and stick to them

Able to work in a team as required and on own initiative in line with role requirements

Strong listening and written communication skills in order to transfer client information onto KYC documents and to replay this back to the client in Suitability Letters

And to really stand out from the crowd:

Three years plus financial services experience in a client-facing advice role

Knowledge of and experience in defined benefit transfers and the mechanisms for assessing suitability.

Previous experience building and maintaining effective relationships with joint ventures and professional connections

Previous success in creating your own opportunities for sourcing and converting prospects

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Financial Advisor - Lancashire (PR7)

Salary: Competitive (D.O.E)

The Company

Our Client helps people take control of their financial planning, by working with their clients, to empower them with information, education and understanding, and then applying it to help them achieve their unique financial planning goals.

Our client has a very clear view of what clients need and want from a financial planning company and it is in these views they believe that they are very different to our competition

The Role

Are you looking for your next job or your last career move? If you're the latter, then we may just be the home for you. You will be joining the team in an exciting chapter of growth. Our client want to make a positive impact on the people with whom they work with - both inside and outside of the company - and, for clients, they do this by providing financial advice delivered in a way that makes them feel heard and taken care of.

Looking for brilliant people who fit with our culture and values and who can help to write the next chapter of our story.

Role Responsibilities:

Build and strengthen client and joint venture relationships by providing clear, reliable and consistent advice

Achieve your agreed business plan metrics to enable strong individual, office and business results

Maintain a strong pipeline of prospective clients and contact them regularly in line with business plan expectations

Keep up to date with all relevant product, legislative and technical changes

Understand our guiding principles and values and uphold them in line with treating customers fairly

Use client information, effectively obtained and documented, to provide suitable recommendations that are individual to the client and makes them feel heard and taken care of

Work effectively with the wider office team in line with internal processes and best practice

Ensure a current statement of professional standing (SPS) is held at all times

Essential Skills & Requirements:

What you need to be successful:

At least Level 4 qualified achieved through a recognised industry body

Two years financial services experience in a client-facing advice role

Ability to create effective plans of action and stick to them

Able to work in a team as required and on own initiative in line with role requirements

Strong listening and written communication skills in order to transfer client information onto KYC documents and to replay this back to the client in Suitability Letters

And to really stand out from the crowd:

Three years plus financial services experience in a client-facing advice role

Knowledge of and experience in defined benefit transfers and the mechanisms for assessing suitability.

Previous experience building and maintaining effective relationships with joint ventures and professional connections

Previous success in creating your own opportunities for sourcing and converting prospects

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.


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