Independent Financial Advisor

1 month ago

North West, United Kingdom Cornmarket Full time

**EIS Financial Services**

Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We remain the exclusive partner adviser for EIS members.

**Purpose of the Role**

We are looking for a qualified Financial Advisor (FA) to service an existing client bank on a permanent, employed basis. Or there is a development opportunity for someone in another role who meets the qualification criteria and is yet to gather the suggested experience, to be trained into the role.

The role holder will be responsible for providing accurate, professional and sound financial advice to both new and existing customers. The FA will be expected to work with the management of the company on the annual marketing strategy in order to reach sales and service targets set down by the Managing Director. Working as part of a team of advisers, a customer focused approach is required.

**Location**

**Responsibilities of the Role**
- Work with schools, local authorities and the EIS Local Association Secretaries in the provision of retirement planning seminars, webinars, courses and presentations
- Engage with and develop strong professional relationships with clients over the phone/videocall and in person and develop rapport so as to build an accurate understanding of their particular circumstances and financial objectives
- Provide sound and professional financial advice to customers that is appropriate for their individual circumstances
- Prepare suitability reports and recommendations for life, pension and investment options based on our Centralised Investment Proposition.
- Maintain client data in ‘Intelligent Office’ in a timely and accurate manner.
- Comply with the risk control, compliance and regulatory requirements that are relevant to this role.

**Skills Knowledge Required**
- Previous experience working as a Financial Advisor is preferable
- Level 4 qualification is required
- Excellent technical knowledge of protection, pensions and investments
- Proven experience of building strong customer relationships over the phone/ via videocall and in person
- Experience using the “Intelligent Office” CRM system in financial services is desirable but not essential

**Behavioural Competencies Required**
- Quality-focused with a Customer First approach
- Ability to work to deadlines and targets
- Excellent attention to detail
- Excellent interpersonal and relationship building skills

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