Financial Adviser - Rochester, United Kingdom - Portafina

Description

Do you get a thrill out of securing for people a better financial future and absolutely believe that everyone should have access to great advice?


In a nutshell:

Making great financial advice available to the masses. That's what we do. And it takes a number of dedicated, friendly teams to make sure this happens - on time, every time.

That's where you could fit in. At the heart of Portafina is a tight-knit team of sharp-minded financial advisers. And the team is growing. The working patterns are flexible and the hours are 37.5 per week. Bonuses could add some weight to an already healthy package.


In a typical day:

If you've got this far then you are still interested.

Great news So, let's have a look at the main things you would be doing every day:

Providing first-class financial advice for our clients via reports, letters and phone calls.

Making the best recommendations for our clients based on their current policy details provided by our administration teams, and insights from the fact finds conducted.

Analysing specific benefits on pension plans, such as guarantees, and advising clients on how best to use these benefits.

We're pretty sure you've got lots of skills and traits that make you a great person to be around.

These are the ones that are really important for this job:

A strong work ethic - an absolute given, as you would expect.

A team player:
bit of a cliché, we know. This is really important to us, though.

You can see what's coming and manage situations and workloads accordingly.

Diploma qualified.

It would also be great if you have AF3 or equivalent exam - this part is not a necessity, though.

The desire to deliver brilliant customer service, every time.

Love analysing and good at it, too? Good stuff.

A warm and friendly personality is vital for this role. Clients will need to trust you pretty quickly and these two traits are great ice breakers.


People who help other people:

If you have experience working as a Financial adviser, or in a similar role - great. It's not essential though.

We're big believers in the right person for the job, that means who you are and how you come across are as important as your skills and experience.

If we like you and you like us then we will train you on everything else you need to know.

And if things go really well there is often room to progress.

To enable us to deliver the best possible service to our clients and create a positive working environment, as a company we abide by these core values:

• We are focused on raising the bar
• We continuously improve
• We are focused on offering clarity
• We make things clear and simple
• We are focused on treating our customers the right way
• We always act in their best interests
• We are focused on going the extra mile
• We always strive for excellence
• We are focused on fresh thinking
• We continuously challenge the status quo
• We are focused on working together
• We value each other highly

Job Category:
Financial Adviser Pension Access
Job Type:Full Time Hybrid Part Time
Job Location:Kent Rochester