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FINANCIAL CONSULTANT

eFinancialCareers
Job LocationCardiff
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Company DescriptionLife can sometimes be unpredictable, and it pays to plan ahead. Our aim atLegal & General Retailis to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything thats important to them. To better understandour customers and meet their needs, weve brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retailretirement and insurance businesses, were a fast-growing division with big, customer-centred ambitions. Job DescriptionWere recruiting for aFinancial Consultant to join us. Were offering a competitive base salary and quarterly incentive scheme based bonus What youll be doing:

  • Providing financial advice to customers to sell protection products
  • Managing long term relationships with customers and ensure they treated fairly
  • Building strong relationships with the lead providers team
  • Working flexibility around our customers needs and speaking to them when they are available; sometimes out of core office hours
  • Ensuring all appropriate information is shared with the customer and documented correctly
QualificationsWho were looking for:
  • Someone with the drive and desire to move into a sales based role,
  • CF1 qualification is a must for this
  • Great attention to detail with strong time management, organisational and administrative skills
  • Someone who can fully understand the customers needs and be able to give the best advice and experience
  • An understanding of Protection products would be advantageous but not essential, this can all be taught
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
  • The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Private medical insurance (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years service. Theres also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
  • There are the many discounts we offer - both for our own products and at a range of high street stores and online
  • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
Additional InformationThe brand with the brolly is choosing today to change tomorrow. Since 1836, weve grown to become one of the worlds largest asset managers, homebuilders, pension providers and insurance brands. Were all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet. We need people who share our ambitions, agility and entrepreneurial spirit to help us do it. At L&G, youll find a balance that helps you be your best. Empowered by hybrid working, were supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time athome for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance. Today, theres over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us Great minds dont have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation. We dont just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression,age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve. We think its important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow. We all work differently, and have different needs, which is why. were always open to discussing flexible working arrangements. Likewise, were committed to finding reasonable accommodations for candidates with specific needs during our recruiting process. So whoever you are, wherever you are, whatever your story, wed love to hear from you. "videos":{"title":"Videos To Watch","urls":["https://youtu.be/8ZYGBwImH08","https://YwHNjdPbbkk"]}}},

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