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Investment Advisor

Job LocationManchester
EducationNot Mentioned
Salary£35,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Investment AdvisorRemote WorkingBrookson Financial have an opportunity for a seasoned Investment Advisor to join their thriving financial services business.Brookson Financial were acquired by Brookson Group about 4 years ago. Since joining the Brookson Group they have experienced significant growth and now boast specialist teams for mortgages, protection and investment advice. Were passionate about developing people and heavily invest in qualifications within Financial Services to help our employees progress.As an Investment Advisor you will work as part of a wider team of advisors who offer specialist advice to contractors and self-employed individuals. You will be responsible for your own portfolio of clients and your focus will be on achieving the targeted level of fee income from financial services activities with the main emphasis being on pensions (Aegon), investment, insurance and group schemes. As an Investment Advisor you will be supported by team of administrators who are responsible for booking your client appointments and providing administrative assistance to allow you to focus on with what you do best; providing professional financial advice and added benefit and value to our clients.What you will do:

  • Provide advice and customised recommendations to help our clients reach their financial goals
  • Consult with clients on investments strategies and products suitable to their needs.
  • Build strong long term relationship with clients
  • Proactively contact clients with news of new financial products or changes to legislation that may affect their savings or investments.
  • Encourage all clients to engage in a long-term personal review service.
  • Research and consider all retail investment products or providers available, providing unbiased advice in the process.
  • Conduct in-depth reviews of current financial circumstances, current provision and future aims.
  • Meet the standards set out in the Training and Competence plan.
  • Keep up to date with changes in legislation relating to the Freelance Contractor and Interim Manager industry sector
  • The Ideal Candidate will have
  • Level 4 Dip FA
  • Strong Knowledge of pension and investment products
  • High level of numeracy
  • Excellent oral, written and listening skills
  • Well organised with the ability to manage time effectively
  • Collaborative, team orientated with a strong ethic
  • What Brookson can offer you
  • Competitive commission structure
  • 5% employer pension contribution
  • Study Support
  • 23 days annual leave
  • Buy and sell holiday scheme
  • Birthday day off
  • Structured Training
  • Free parking
  • Health Care cover
  • Life Assurance cover
  • Employee Discount Scheme
  • Required skills
  • Financial Advice
  • Financial Services
  • ISIS
  • Pensions
  • Keyskills :
    Financial Advice Financial Services ISIS Pensions

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