We are looking for an enthusiastic Financial Advisor to join our collaborative team at Reed Insurance in Liverpool, Merseyside.
Growing your career as a Permanent,
full-time
Financial Advisor is a terrific opportunity to develop critical skills.
If you are strong in planning, critical thinking and have the right talent for the job, then apply for the position of Financial Advisor at Reed Insurance today!
Job Title: Financial Advisor
Location: Home/Field Work, Liverpool
Salary: £45,000 - £60,000 and OTE of £100,000
-
Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member their advisory team.
Base salary is £45,000 - £60,000, with OTE of £100,000
Company car, mobile phone, and laptop provided
-
Main Duties and Responsibilities
- Analyse, identify, and evaluate customer’s personal, business, and financial situation through comprehensive Fact Finding
- Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers
- Complete and submit all necessary documentation within agreed SLAs to support the advice given to the customer and provide a robust statutory record
- Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained
- Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives
- Identify and generate general insurance leads for Agents from the life customer relationships to meet relevant target
- Deliver short term/one off projects and activities as required by and to the standards and outcomes agreed with the line manager
-
About You
- Level 4 qualified
- Valid Statement of Professional Standing
- Experience of delivering regulated financial advice to UK customers
- Strong knowledge and understanding of the financial services regulatory and compliance framework
- Good knowledge of end-to-end sales processes, systems, and tools
- Creates a team environment, provides innovative ideas, and challenges self and others to achieve higher levels of quality and output to achieve great results for our business
- Puts customers first
-
Benefits and Entitlements
- A Family Friendly policy to balance work and family life
- 25 days holiday + bank holidays + buy/sell scheme
- Contributory pension scheme, up to 20%, including your 8% contribution
- Voluntary benefits - private medical and dental insurance
- Health and wellbeing plan?- cashback for dentist, opticians, physio, and more
- Gym membership contribution
- Access to savings on High Street brands, travel etc
- Refer a Friend £500 bonus scheme
- Life Assurance cover?of 4 x salary
- Employee discounts on a range of insurance policies
-
Apply today and we will be in touch!
Benefits of working as a Financial Advisor in Liverpool, Merseyside:
● Opportunity to Make a Difference
● Room for Advancement
● Competitive salary
Salary :
No CV Required
How to get there?
Your email job alert is now active!