Financial Adviser

1 week ago

Edinburgh, United Kingdom eFinancial Careers Full time

**Location: Remote UK**

**The Role**:
Our new human-lead digitally enabled advice team will have the latest digital technology that provides best in class advice to M&G customers.The adviser will have complete control of the advice process but will have the benefit of bespoke & best in classdigital technology to support every part of your advice journey.

Providing advice in the comfort of your own home you will have market-leading digital journeys, latest video technology, screen sharing, digital signatures and straight through processing which will all add to a great customer experience.

As the adviser you will be advising on M&G’s full range of products including Pensions, Investments and Protection.

**Key Work Level Accountabilities:

- **

**Experienced Colleague**:

- Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training
- For team leaders, accountable for ensuring the team the role supports is delivering a quality service or product
- Works within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
- Delivers outputs that are clearly defined, using discretion over how to achieve them
- Makes suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations

**Key Responsibilities for this role**:

- To prepare and deliver financial planning solutions for clients in line with business quality parameters to meet business plan expectations and overall divisional performance
- To ensure all activities remain compliant with policy, legislation and risk appetite
- Working with digital tools to provide advice
- To be able to articulate advice plans to customers coherently and in a timely manner

**Key Knowledge, Skills & Experience**:

- Working knowledge of financial services regulatory and legislatory frameworks
- Working knowledge of life and pensions products, markets and competitors
- Working knowledge of industry best practice, external bodies and individuals in the same field
- Excellent interpersonal and communication skills
- Able to be planned and organised with an ability to manage and prioritise your workload
- Passionate about customer experience
- Ability to work with digital tools
- Ability to manage customer relationships and provide a financial planning advice and review service remotely
- Relevant professional qualification (qualified to QCF4 or equivalent, working towards Chartered Financial Planner)
- Experience of regulated distribution environments
- Previous experience of working within a telephony & digital environment advantageous

Work Level:

Experienced Colleague

Recruiter Name:

- Phoebe Ewers

Closing Date:

8th September 2021

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