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Financial Advisor

Chorley, Lancashire, England



Are you looking for your next job or your last career move? If you're the latter, then we may just be the home for you.

  • You will be joining us in an exciting chapter of growth. We want to make a positive impact on the people with whom we work - both inside and outside of the company - and, for clients, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of.

  • We are looking for brilliant people who fit with our culture and values and who can help to write the next chapter of our story.

  • The Opportunity

  • When successful, you will join an established team in their office location. When working with clients, you will have the opportunity to save them from their financial worries and protect them and their family though the generations. You will be able to do this by providing independent financial planning, as well as pensions, investments, and protection advice.

  • Our client acquisition strategy is such that, in addition to sourcing core clients through referrals and networking, you will have access to professional connections through which clients will be referred.

  • Responsibilities:

  • Essential Job Functions:

  • Build and strengthen client and joint venture relationships by providing clear, reliable and consistent advice
    Achieve your agreed business plan metrics to enable strong individual, office and business results
    Maintain a strong pipeline of prospective clients and contact them regularly in line with business plan expectations
    Keep up to date with all relevant product, legislative and technical changes
    Understand our guiding principles and values and uphold them in line with treating customers fairly
    Use client information, effectively obtained and documented, to provide suitable recommendations that are individual to the client and makes them feel heard and taken care of
    Work effectively with the wider office team in line with internal processes and best practice
    Ensure a current statement of professional standing (SPS) is held at all times
    Knowledge and Experience:

  • What you need to be successful:

  • At least Level 4 qualified achieved through a recognised industry body
    Two years financial services experience in a client-facing advice role
    Ability to create effective plans of action and stick to them
    Able to work in a team as required and on own initiative in line with role requirements
    Strong listening and written communication skills in order to transfer client information onto KYC documents and to replay this back to the client in Suitability Letters
    And to really stand out from the crowd:

  • Three years plus financial services experience in a client-facing advice role
    Knowledge of and experience in defined benefit transfers and the mechanisms for assessing suitability
    Previous experience building and maintaining effective relationships with joint ventures and professional connections
    Previous success in creating your own opportunities for sourcing and converting prospects
    Our Guiding Principles:

  • We are all leaders

  • We create a dynamic environment that:
    is built on a foundation of trust
    brings out and celebrates the best in each individual
    enables teams and individuals to understand the purpose, impact and value of their role
    inspires a sense of pride
    challenges individuals and teams
    liberates everyone to realise 'success'

  • Applicants should be confident in their own abilities and keen learners in order to fulfil the role to the best of your ability. If this sounds like you, and if you want to discuss the role further then please contact Matt at Service Care Solutions Ltd on######### , or alternatively send an updated CV to #########

Posted 13 days ago

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