Investment Advisor
5 days ago
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.
Key Responsibilities- Advise clients on investment options and provide recommendations to help them meet their financial goals.
- Consult with clients on investment strategies and products that are suitable to their needs.
- Disclose relevant information about investments, avoid conflicts of interest, and acknowledge payment or compensation received for products or investments.
- Proactively contact clients with news of new financial products or changes to legislation that may affect their savings or investments.
- Research and consider all retail investment products or providers available, providing unbiased advice in the process.
- Conduct in-depth reviews of current financial circumstances, current provision, and future aims.
- Meet the standards set out in the Training and Competence plan.
- QCF Level 4 diploma
- Knowledge of pension and investment products
- Well-organized with the ability to manage time effectively
- Collaborative, team-oriented with a strong work ethic
- Experience of Financial Advice sales
- Desirable Experience
- Experience of 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
- 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 (An opportunity to step back, breathe, and focus on your wellness)
- 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 to name a few.
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Investment Advisor
5 days ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe 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.Key ResponsibilitiesAdvise clients on investment options and create personalized financial...
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Investment Advisor
5 days ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe 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.Key ResponsibilitiesAdvise clients on investment options and create personalized financial...
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Investment Advisor
1 week ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe 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.Key ResponsibilitiesAdvise clients on investment options and provide recommendations to help...
-
Investment Advisor
1 week ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe 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.Key ResponsibilitiesAdvise clients on investment options and provide recommendations to help...
-
Investment Advisor
7 days ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe 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.Key ResponsibilitiesAdvise clients on investment options and create personalized financial...
-
Investment Advisor
7 days ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe 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.Key ResponsibilitiesAdvise clients on investment options and create personalized financial...
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Investment Advisor
2 weeks ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe are seeking a highly skilled Investment Advisor to join our team at Brookson. As a key member of our financial services team, you will be responsible for providing expert advice to clients on investment strategies, products, and services.Key ResponsibilitiesAdvise clients on investment options to meet their financial requirementsConsult with...
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Investment Advisor
2 weeks ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe are seeking a highly skilled Investment Advisor to join our team at Brookson. As a key member of our financial services team, you will be responsible for providing expert advice to clients on investment strategies, products, and services.Key ResponsibilitiesAdvise clients on investment options to meet their financial requirementsConsult with...
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Financial Services Advisor
2 weeks ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Advisor to join our team at Brookson. As an Investment Advisor, you will play a crucial role in providing expert advice to our clients on investment strategies, products, and services.Key ResponsibilitiesAdvise clients on investment options to meet their financial goals and...
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Financial Services Advisor
3 weeks ago
Canley, Coventry, United Kingdom Brookson Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Advisor to join our team at Brookson. As an Investment Advisor, you will play a crucial role in providing expert advice to our clients on investment strategies, products, and services.Key ResponsibilitiesAdvise clients on investment options to meet their financial goals and...
