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Personal Finance Advisor

4 months ago

Stockport, United Kingdom GW FINANCIAL SOLUTIONS Full time

**Personal Finance Advisor**
GW Financial Solutions UK LTD - Stockport

**Permanent position
- £25,000 starting salary per annum (Based on experience) plus bonuses OTE - £50,000 / £60,000 Office based role**

We are a 13-year-old company who have recently been granted full FCA regulation (one of only a handful of companies to achieve this) with over 40 years of experience in the Senior Management team and an experienced team of advisors.

We offer a great place to work with a solid infrastructure and client base, modern brand new offices located in Stockport centre. We are a young and social company; We love to reward our employee’s hard work; our Christmas, Summer & quarterly parties are not to be missed. As another motivator and thank you for your hard work we also offer a very competitive bonus scheme.

**What we ask for in return**:
As a Personal Finance Advisor you will be part of a rapidly growing team responsible for speaking to customers looking for help with debts, discussing their current situation (including income and expenditure) and identifying what is the best solution for their circumstances. You'll need a calm and empathetic phone manner, with the ability to explain things clearly to your customers.

**You will be**:

- Highly motivated to perform at the highest possible standard.
- Communicate in a clear, honest and open manner.
- Have previous experience in a sales/advisory role.
- Keen to develop and progress in the role.
- Able to work under pressure to achieve targets
- Reliable and hardworking.

**About the Role**:

- You will complete and capture a comprehensive assessment of each customer’s circumstances, giving the correct advice following company policies and procedures alongside all regulatory requirements.
- Ensure the most appropriate course of action is explained to the customer in a clear manner.
- Assist customers in making an informed decision and committing to an appropriate course of action.
- Achieve all key performance indicators and call handling metrics. You will complete financial assessments.
- Ensure all notes and comments are recorded effectively and accurately on the necessary systems to abide by regulatory standards.
- Meet all compliance requirements.
- Give correct and best advice following processes and procedures along with all regulatory requirements. (FCA, DPA, Money Laundering, Complaints) etc.

**Job Type**:
Full-time

**Required Experience**:
Ideally 1 year in a similar role however not essential

**Benefits**:
Wellbeing days and birthday days off in addition to your annual holiday entitlement

**Keywords**:_IVA, Individual Voluntary Arrangement, Debt Management, IVA Advisor, IVA Sales, Financial Solution Sales, relationship manager, customer retentions advisor, retentions advisor, renewals advisor, customer service, sales advisor, customer sales advisor, customer advisor, sales through service, DM, DMP, Debt Management Plan, debt advisor_

**Job Types**: Full-time, Permanent

**Salary**: From £25,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

COVID-19 considerations:
Respiratory Illness Policy in place

**Experience**:

- Financial services: 1 year (required)

Work Location: In person