Financial Services Adviser
1 week ago
**Job Title**: Financial Services Adviser - Protection
**Location**: Fully remote or Warrington, Coventry or Bournemouth
**Working Hours**: Hybrid/Flexible working - 37.5 hours a week
**Salary**: £25,000 - £30,000 depending on experience plus uncapped commission
Brookson is recruiting for a Protection Advisor to join our Brookson Financial team based in Coventry.
Internally, the job title for this role is Protection Advisor and reports directly to the Protection Manager.
**What will you be doing as a Financial Services Advisor?**
- Deliver Financial Health checks to new and existing Brookson customers
- Advise clients with recommendations to help them to meet their protection requirements
- Proactively contact clients in order to promote financial services and encourage them to engage with services offered by the Company
- Take ownership when seeking solutions for clients, including the adjudication of the solution with the Company’s internal departments.
- Educate clients on their Auto Enrolment responsibilities
- Be a source of referral business into other financial departments
- A full job description can be provided upon request_
**What are we looking for in a Financial Services Advisor?**
- Essential Experience:_
- Minimum 1 years’ experience in providing advice on protection services and products
- Previous experience of working within a compliance regulated industry
- Strong knowledge of protection products
- High level of numeracy skills
- Desirable Experience:_
- Experience in working within a team of advisers
- General knowledge of other financial services products
- Knowledge of the Freelance and Contractor sector
**Benefits**
- Ongoing training and support with regular re-cap sessions
- 23 days’ annual leave, plus bank holidays and your Birthday Day off each year pus the opportunity to buy and sell holidays
- Wellbeing benefits include access to mindfulness resources, confidential support 24/7, direct GP access and an in-house Mental Health First Aid team to name a few
- Cycle to work scheme
- Local and online discounts
- Life Assurance policy and Health Care cover
- 5% company pension contribution after 3 months
- Free Financial Advice including Mortgages, Savings, Pensions and more.
**Next Steps**
All applicants are required to have right to work in the UK (sponsorship not available for this role)
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To find out more, please contact Vicky from the Talent Team
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