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Liverpool

    Self-employed Financial Adviser - Liverpool, United Kingdom - Reed

    Reed
    Reed Liverpool, United Kingdom

    2 weeks ago

    Reed background
    Description

    Financial Advisor Location:
    Home/Field Work,

    Liverpool Salary:
    £45,000 - £60,000 and OTE of £100,000
    -
    Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Company car, mobile phone, and laptop provided
    -
    Analyse, identify, and evaluate customer's personal, business, and financial situation through comprehensive Fact Finding
    Educate, support, and guide Agents and their staff to promote the financial planning proposition and distribution channels with our customers
    Build and maintain effective relationships with the GI Sales Team, Agents, and their staff through the implementation and review of partnership plans to ensure the effective delivery of objectives
    Deliver short term/one off projects and activities as required by and to the standards and outcomes agreed with the line manager
    -
    Experience of delivering regulated financial advice to UK customers
    Strong knowledge and understanding of the financial services regulatory and compliance framework
    Creates a team environment, provides innovative ideas, and challenges self and others to achieve higher levels of quality and output to achieve great results for our business
    A Family Friendly policy to balance work and family life
    ~25 days holiday + bank holidays + buy/sell scheme
    ~ Contributory pension scheme, up to 20%, including your 8% contribution
    ~ Voluntary benefits - private medical and dental insurance
    ~ Health and wellbeing plan?- Gym membership contribution
    ~ Access to savings on High Street brands, travel etc
    ~ Refer a Friend £500 bonus scheme
    ~ Life Assurance cover?Employee discounts on a range of insurance policies

    -
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