Financial Adviser

6 months ago

Bournemouth, United Kingdom LV= Full time

LVFS= have an excellent opportunity for an experienced Financial Adviser to develop new and existing business for LV=FAS by providing professional financial advice on retirement selected from the whole of the market and investment products selected from LV= and a panel of carefully selected companies & fund houses.

Please note that as this role is certified, you will be added to the SMCR register if successful.

We offer Hybrid working solutions, but at first would like you in the offices full-time whilst training/onboarding, thereafter once weekly. (Happy to discuss at interview).

**About you**:

- Good numeracy and IT skills & ability to learn quickly
- Expert sales and negotiation skills, strong communication and listening skills
- Excellent time management skills
- Self-motivation and organisational skills who is accurate and has strong attention to detail
- Ability to establish and build positive relationships
- Familiarity with a telephone environment would be advantageous
- Previous experience in a regulated advice role is essential
- Specifically for investments and at retirement solutions including Investments, annuities, flexible & capped drawdown, fixed term annuities and enhanced annuities preferred

Regulatory Qualifications required
- Diploma in Financial Planning or Diploma in Regulated Financial Planning
- Relevant CPD records
- A valid statement of professional standing

**Details**:

- To take responsibility for the achievement of individual activity and financial contribution objectives towards the delivery of the RAS plan. In addition, contribute ideas and initiatives to the FAS business to increase gross income/profitability
- Responsibility for achieving behavioural standards as set out in the LVFAS Balance Scorecard
- Provide detailed need and objective based advice on savings, retirement, and pension switching and investment products. In addition, provide constructive feedback and ideas on how the FAS advice process works and could be more efficient
- Promote, as appropriate, the ongoing advice service and conduct when required the reviews within the agreed time frame
- Complete fact finds, formulate need and objective based advice and prepare suitability reports
- To self-generate leads and business by reviewing existing LV= customers and promoting the LVFAS Friends and Family referral scheme
- To handle pre-qualified inbound call opportunities for savings, investments and retirement products
- Take responsibility for consistently meeting the required standards defined by the LV= Risk Management function and external regulatory bodies.
- Maintain and continually develop skills and knowledge of financial services to ensure that changing needs of members are met. In addition, share experience and provide coaching to more junior members of the FAS team.
- Maintain key competencies within the role
- Ensure that your generic knowledge is kept up to date by completing a minimum of 35 hours CPD each year, whilst holding a valid SPS
- Demonstrate the ability to analyse MI and use this to improve performance/conversion

**Why work for us?**:
Here at LV= Life and Pensions we always love to hear from great people, so don’t forget to follow us on Instagram, Twitter, LinkedIn and become a fan on Facebook.

At LV= Life & Pensions you’ll find we thrive on the benefit of everyone’s differences. Whoever you are, whatever you are and in whatever way you identify, you’re welcome here. We’ll make reasonable adjustments to specific needs to make sure your individual requirements are accommodated as far as possible. Being totally committed to equal opportunities opens up massive benefits, not just to our organisation and people but also to our members and our products. We’re proud of our people, we only recruit and promote on merit.

Go on, bring your true self to LV=.

Why not follow us on Glassdoor and take the opportunity to see real reviews of what it’s like to work here

**Rewards and Benefits**:
This role is a Band C in the LV= Structure. To find out more about our bands, click to view our FAQ page here. We want you to love what you do that’s why we’ve put together a benefits package that recognises and rewards a job well done.

At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work.
- 30 days' holiday, with the option to buy up to 2 additional days
- A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14% (please click here to read more about it)
- An annual bonus scheme based on company and personal performance
- Single cover private medical insurance which you can upgrade to family cover
- Flexible benefits - Cycle to work scheme/Health Assessment/Personal Accident Insurance/Critical Illness/Dental Insurance
- You’ll receive up to 20% discount on our life products for you and y

  • Mortgage and Protection Adviser

    5 days ago

    bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available. We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage and Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available. We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage And Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom Lvb Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser?Are you looking for a new role where genuine leads will be provided?Full Time or Part time available.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant.As a firm, we offer all our advisers commission splits reflective of the market and a platform...

  • Mortgage And Protection Adviser

    7 days ago

    Bournemouth, United Kingdom Lvb Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available. We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage and Protection Adviser

    1 day ago

    Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Job Description Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available. We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the...

  • Mortgage And Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom Lvb Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser?Are you looking for a new role where genuine leads will be provided?Full Time or Part time available.If your skills, experience, and qualifications match those in this job overview, do not delay your application.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The...

  • Mortgage and Protection Adviser

    1 day ago

    bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Job Description Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available. We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the...

  • Mortgage and Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage and Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage and Protection Adviser

    4 weeks ago

    Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage and Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom LVB Financial Services TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the market and a...

  • Mortgage And Protection Adviser

    3 weeks ago

    Bournemouth, United Kingdom Lvb Financial Services Limited TA The Mortgage Giant Full time

    Are you an experienced Mortgage Adviser?Are you looking for a new role where genuine leads will be provided?Full Time or Part time available.We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant.As a firm, we offer all our advisers commission splits reflective of the market and a platform...

  • Protection Adviser

    7 months ago

    Bournemouth, United Kingdom Vitality Full time

    **About The Role**: Hybrid role - 2 days a week in the office, 3 days a week at home. **Protection Adviser Overall Job Purpose**: It’s important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for you. This role is about...

  • LVB Financial Services Limited T/A The Mortgage Giant | Mortgage and Protection Adviser

    8 hours ago

    Bournemouth, Dorset, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Job Description Are you an experienced Mortgage Adviser? Are you looking for a new role where genuine leads will be provided? Full Time or Part time available. We are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join The Mortgage Giant. As a firm, we offer all our advisers commission splits reflective of the...

  • Customer Service Adviser- Adviser Services

    6 months ago

    Bournemouth, United Kingdom Vitality Full time

    **About The Role**: **About the role** **Team - Adviser Service Health** **Working Pattern - **Monday to Friday 8am - 5.30pm 40 hours per week. Hybrid - 2 days per week in our Bournemouth office **Bonus (on target bonus)** **Holiday Allowance-** 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days each holiday year **What will...

  • Financial Planning Professional

    5 days ago

    Bournemouth, Bournemouth, United Kingdom CV-Library Full time

    Financial Planning Role">Are you a detail-oriented professional seeking to grow your career in financial services? A well-established Financial Planning firm is looking for an enthusiastic Administrator to join their supportive and friendly team.Collaborate closely with financial advisers and the back-office team to ensure seamless operations.Act as a key...

  • Mortgage and Protection Specialist

    12 hours ago

    Bournemouth, Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    Job OverviewWe are seeking an experienced Mortgage Adviser to join our team at LVB Financial Services Limited T/A The Mortgage Giant. As a leading provider of mortgage services, we offer genuine leads and a platform for our advisers to succeed in the industry.This is an excellent opportunity for a self-employed or employed individual to grow their career in...

  • Equity Release Adviser

    6 months ago

    Bournemouth, United Kingdom LV= Full time

    LVFS= have an excellent opportunity for an experienced Equity Release Adviser to join our growing/expanding team, developing new and existing business for LV=FAS LTD, by providing professional, independent, client focused advice from the whole of the market. We support Hybrid working (happy to discuss) **About you**: - You will have previous sales...

  • Experienced Mortgage and Protection Specialist

    12 hours ago

    Bournemouth, Bournemouth, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time

    About the RoleWe are looking to take on additional Self-Employed or Employed Mortgage and Protection Advisers to join our team at LVB Financial Services Limited T/A The Mortgage Giant.The ideal candidate will be an experienced Mortgage Adviser with a strong track record of success.The role offers full time or part time availability, allowing individuals to...

  • Financial Planner

    6 months ago

    Bournemouth, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...