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At Just we encourage a flexible and agile working environment for the majority of our opportunities. Get in touch with us to discuss in more detail.

Advice Specialist (Financial Advisor)

Belfast - Hybrid

We are growing our business and have some exciting opportunities for multiple brand new Advice Specialists / Financial Advisors, to act in an FCA regulated role, providing advice to a cohort of newly acquired clients. The advice scope currently is limited to accumulation and consolidation activities into a restricted number of simple products and investment solutions

What makes these Advice Specialist / Financial Advisor unique is that all the customers will be generated by group so there is no need to generate own leads as well as full paraplanning & admin support being given

The advice will generally be given to new clients, but could extend to some review work as well as ensuring that Destination Retirement Wealth provides appropriate for customers who are or will be orphaned by previous external advice partner relationships

Key

Responsibilities:

Deliver appropriate financial advice to a provided customer base specifically in relation to retirement planning, pensions and non-pension investments.
Support the Product Manager - Digital Wealth and Investments and Service Manager - Retirement Savings and Advice, to ensure that Destination Retirement Wealth complies and adheres with FCA Conduct Rules and Statement of Principles.
Deliver annual objectives as defined and agreed with the Service Manager - Retirement Savings and Advice.
Support Digital Wealth Propositions in development of the advice proposition.
Ensure Destination Retirement Wealth product and investment components are offered appropriately in the context of customer outcomes.
Ensure Destination Retirement Wealth secures customers in accordance with best practice standards, and HUB Financial Solutions' Consumer Duty culture, to ensure that T&C and compliance requirements are met and maintained.
Maintain professional development, technical knowledge and as required presentation skills to ensure that advice provided is compliant, informative factual and relevant, proactively ensuring that skills and knowledge levels are maintained to ensure ongoing competence

Skills and Experience:
Qualified to QCF Level 4 and hold a Statement of Professional Standing (SPS) from an Approved Accredited Body
Recent financial advice practitioner experience and previously held Competent Adviser Status (CAS).
Technical advice expertise and established thought leadership with understanding beyond the written rules of what the regulator is seeking to achieve.
Strong understanding of and experience of working with investment platforms and tailored fund solutions.
Continuous improvement mindset in terms of propositions and personal skillset.
Strong interest in driving efficiency through use of advice technology and understanding of business processes.
Ability and willingness to challenge peers, management and control functions in the context of ensuring optimal customer experience.
Natural curiosity in terms of what might be possible and ability to resolve complex challenges alongside peers.
Ability to work in a fast moving and often unstructured environment.
Determination to see things through and willingness to roll-up sleeves to move things along.
Strong interpersonal skills and ability to build a trusted internal network to 'get things done'.

Company Benefits
A Competitive Salary, Pension Scheme and Life Assurance
Along with 28 Days Annual Leave (plus bank) plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets
Opportunity to progress within your career both in-role and within the company
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
A variety of Employee Funded Benefits available to you via our Online Benefits Portal
Plus, several additional purchase options available for you and your loved one

About Us

We're a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly.

How people work, save, and plan for the future is all changing. A new generation of retirees needs a new kind of retirement company. A company who will look for new ways of doing things - and will always put the customer first.

That's who we are. We're a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. And with you on our team, we're going to make sure they get it.

We've built our sustainability strategy around the United Nations Sustainable Development Goals (SDG) and have selected goals where we believe we can make the most difference. By aligning our activity with these global goals, we can make sure we play our part in addressing the wider issues facing the planet and leave a positive legacy to the world. You can read more about our sustainability strategy here.

Diversity, equity and inclusion are priorities for us. Having a diverse, talented workforce with colleagues of different backgrounds, world views and experiences is the right thing to do. It's also the most effective way to succeed, innovate and better serve our customers now and in the future. We are committed to our targets on gender and ethnicity and run a number of successful mentoring and sponsorship programmes for our colleagues from diverse backgrounds. We have multiple active employee network groups which champion issues including gender, ethnicity, sexual orientation, disability and neurodiversity. You can read more about our DE&I strategy and commitments here.

What's clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other. We look forward to welcoming you to the team soon.

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