Financial Adviser

5 days ago

Bournemouth, United Kingdom LV= Life & Pensions Full time

**About the role**

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 at least a couple days per week. (Happy to discuss at interview).

**About you**
- 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

**Skills & Experience**
- Good numeracy and IT skills
- Expert sales and negotiation skills
- Ability to learn quickly
- Excellent time management skills
- Strong communication and listening skills

** **Self-motivation and organisation
- Accuracy and 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

**Rewards & 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)
- A generous bonus scheme based on personal performance
- Single cover private medical insurance that you can upgrade to family cover
- Cycle to work scheme
- You will receive up to 20% discount on our life products for you and your immediate family.

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=.

**Salary**: £40,000.00-£65,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
- Store discount
- Wellness programme
- Work from

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