We are seeking a highly skilled Investment Advisor to join our team at Brookson. As an Investment Advisor, you will be responsible for providing expert advice to clients on investment strategies, products, and services that meet their financial needs.

• Advise clients on investment options and create personalized financial plans to help them achieve their goals.
• Consult with clients on investment products and services, ensuring they are suitable for their needs and risk tolerance.
• Disclose relevant information about investments, avoid conflicts of interest, and acknowledge any payment or compensation received for products or investments.
• Proactively communicate with clients about new financial products or changes to legislation that may impact their savings or investments.
• Research and consider all retail investment products or providers, providing unbiased advice to clients.
• Conduct in-depth reviews of clients' current financial circumstances, current provision, and future aims.
• Meet the standards set out in the Training and Competence plan.

• QCF Level 4 diploma in a relevant field.
• Knowledge of pension and investment products.
• Well-organized with excellent time management skills.
• Collaborative team player with a strong work ethic.
• Experience in Financial Advice sales.
• Desirable experience in working within a team of advisers.
• No existing client bank.
• General knowledge of other financial services products.
• Knowledge of the Freelance and Contractor sector.
• Pension transfer qualification.

• Salary of up to £40,000, depending on experience.
• Hybrid working arrangement.
• 5% company pension contribution after 3 months.
• 23 days' annual leave, plus bank holidays and your Birthday off each year.
• 2 Press Pause days per year.
• Free Financial Advice including Mortgages and Savings.
• Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team.