Financial Service Adviser/consultant - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Excited to grow your career? **Our purpose is to 'empower people to save and invest with confidence'.

We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

About the role**Due to an expansion in our Financial Advisory team, we have an opening for a Financial Service Adviser/Consultant at Hargreaves Lansdown (HL) to cover the London and South-East Region.

As a Financial Services Adviser/Consultant you will be responsible for providing an excellent ongoing advisory service to clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire businessfor the group.

This exciting client-facing role provides the autonomy and accountability to manage your own diary and maintain and grow existing client relationships while working in close partnership with HL's high performing Advisory team.

Are you QCF qualified at level 4?
Are you a confident and skilled communicator with knowledge of financial advice and experience in delivering excellent service to clients?
Are you an experienced Financial Advisor or Consultant?

What you'll be doing

Proactively managing your time to schedule and conduct annual financial reviews with existing clients
Working in partnership with the wider Advisory team to maintain, maximise and grow positive client relationships
Identifying opportunities for new business with existing clients to refer onwards to Financial Planners and Investment Advisers
Representing HL's core values to provide an excellent service and provide the best outcomes for clients and the business.

About you

A competent advisor
Excellent verbal and written skills
Experience in a client facing role
Confident communicator and able to demonstrate excellent customer service skills
A commercial approach to all aspects of business
Administration and organisation skills
Able to assist clients to make informed buying decisions
Knowledge and ability to operate within licensing restrictions and approved areas of advice.

This role will suit someone who is an experienced Financial Advisor or Consultant. We would be interested in discussing your experience and how we could support you in developing your career ambitions.

Interview process
This will be a two-stage interview process.

The first stage will be 20-minute initial conversation followed by a second stage with a formal interview, including a task/presentation and competency-based questions.

Working Schedule
This is a full-time permanent role, working 37.5 hours per week, Monday to Friday. You will have the autonomy to schedule client meetings and travel for face-to-face appointments with clients as required. Due to the area coverage this will be a home-basedcontract.

Salary:
Up to £53,800 depending on experience

Why us?
Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos.

We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

Discretionary annual bonus & annual pay review
25* days holiday plus bank holidays and 1day additional Christmas closure time
Option to purchase an additional 5 days holiday per year
Flexible working options available, including hybrid working
Pension scheme up to 11% employer contribution
Sharesave scheme have a real stake in HL's future
Income Protection & Life insurance (4 x salary core level of cover)
Health care cash plans including optical, dental, and out patientcare
Gympass gym memberships and wellbeing apps available
Variety of travel to work schemes with free bike storage and shower facilities
An inhouse barista serving subsidised coffee and snacks
Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
LifeWorks Discounts on services, restaurants and retailers

- up to 30 days depending on role level & increasing with length of service

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.