Salary £30,000 - £35,000 per annum
Consultant Kayte Short
Date posted 20 November 2018 2018-11-202019-01-19 financial-services UK Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/logo.gif
An excellent opportunity is available with a company with aggressive growth plans for an Investment Advisor to join a team who provide professional financial advice to provide added benefit to the company's clients.
Reporting to the Financial Director, you will be located at the companies offices in Coventry to support the growth of the financial services division. You will actively liaise with the financial services team based in various locations in the UK and other departments.
Advising clients on customised recommendations to help them meet their financial goals
Consult with clients on investment strategies, products and services that are suitable to their needs
- Placing the financial wellbeing of the client as paramount. Disclose all information about an investment, avoiding conflicts of interest; acknowledge payment or compensation received for products or investments.
Proactively contacting clients with news of new financial products or changes to legislation that may affect their savings or investments.
- To research and consider all retail investment products or providers available to meet the client’s needs. This must be unrestricted and unbiased advice.
Conducting in – depth reviews of current financial circumstances, current provision and future aims.
Liaising between clients and cross functional internal teams to ensure the timely and successfully delivery of our solution to match client’s needs and objectives proactively cross selling other Group products through understanding their needs
The Investment Advisor will hold the level 4 diploma in financial advice and hold prior experience of working within a compliance regulated industry, You will have strong knowledge of pension and investment products with excellent organisational skills and ability to prioritise workload.
This is an excellent opportunity in The Warwickshire area. Please apply now or for further information contact Kayte Short at firstname.lastname@example.org