Financial Services Advisor - Coventry, United Kingdom - Brookson Group
Description
Job Title:
Financial Services Advisor - Protection
Location:
Coventry (CV5 6SP)
Working Hours:
Hybrid/Flexible working hours a week
Salary:
£25,000 - £30,000 depending on experience plus uncapped commission
Brookson is recruiting for a Protection Advisor to join our Brookson Financial team based in Coventry.
Internally, the job title for this role is Protection Advisor and reports directly to the Protection Manager.
What will you be doing as a Financial Services Advisor?
- Deliver Financial Health checks to new and existing Brookson customers
- Advise clients with recommendations to help them to meet their protection requirements
- Proactively contact clients in order to promote financial services and encourage them to engage with services offered by the Company
- Take ownership when seeking solutions for clients, including the adjudication of the solution with the Company's internal departments.
- Educate clients on their Auto Enrolment responsibilities
- Be a source of referral business into other financial departments
- A full job description can be provided upon request_
What are we looking for in a Financial Services Advior?
- Essential Experience: _
- Minimum 1 years' experience in providing advice on protection services and products
- Previous experience of working within a compliance regulated industry
- Strong knowledge of protection products
- High level of numeracy skills
- Desirable Experience: _
- Experience in working within a team of advisers
- General knowledge of other financial services products
- Knowledge of the Freelance and Contractor sector
Benefits
- Ongoing training and support with regular recap sessions
- 23 days' annual leave, plus bank holidays and your Birthday Day off each year plus the opportunity to buy and sell holidays
- Wellbeing benefits include access to mindfulness resources, confidential support 24/7, direct GP access and an inhouse Mental Health First Aid team to name a few
- Cycle to work scheme
- Local and online discounts
- Life Assurance policy and Health Care cover
- 5% company pension contribution after 3 months
- Free Financial Advice including Mortgages, Savings, Pensions and more.
Next Steps
All applicants are required to have right to work in the UK (sponsorship not available for this role)
To find out more, please contact Vicky from the Talent Team on
Job Types:
Full-time, Permanent
Salary:
£25,000.00-£30,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- Onsite parking
- Referral programme
- Wellness programme
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Application question(s):
- Do you have any Financial Services Qualifications, such as R05 or CeMap?
- Are you happy to be based in the office in Coventry for your first 2 weeks before going onto hybrid working?
Work Location:
Hybrid remote in Coventry, CV5 6SP
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