Financial Adviser

Phoenix; City of Edinburgh; Hybrid; GBP 48,000 - 67,000; Full time

Job summary

A leading financial services company in Edinburgh is seeking a key member for their Advice and Guidance Team. You will provide professional financial advice, manage client relationships, and contribute to the company's growth. The ideal candidate must have a diploma in financial planning and a strong track record in the advice industry. Benefits include a competitive salary, additional bonuses, and hybrid working options.

Benefits

16% bonus up to 32%

38 days annual leave

Private medical cover

Excellent pension scheme

Qualifications

• Proven track record within the advice industry, particularly for 'at retirement' clients.
• Experience in providing quality financial advice and growing clients' portfolios.

Responsibilities

• Provide professional hybrid advice to clients over the telephone.
• Achieve retail direct growth objectives and contribute to revenue generation.
• Manage internal and external client relationships to support business goals.

Skills

Strong communication skills

Organizational skills

Technical expertise

Education

Diploma in Financial Planning or Diploma in Regulated Financial Planning

Relevant CPD records

Job description

Overview

We are Phoenix Group, a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. We are a FTSE 100 organisation focused on net zero transition by 2050 and continuing to grow and improve. We have a diverse workforce and aim to be the best place that our 6,600 colleagues have ever worked.

Job details

Job Type: Permanent

Location: Any of our locations with Hybrid working

Flexible working: All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balance this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: 30 September

Salary and benefits: From £48k-£67k, plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and more.

Role

As a key member of the Standard Life Advice and Guidance Team, you would develop new and existing business for Standard Life Financial Advice Service Ltd, by providing professional hybrid advice over the telephone. Utilising your technical expertise and strong communication skills, you will inspire confidence in our client’s future. You will provide professional financial advice on retirement solutions and investment propositions, whilst being responsible for retaining customers and growing assets.

What we are looking for

To take responsibility for the achievement of our retail direct growth objectives and contribute to the delivery of the company strategy. In addition, contribute ideas and initiatives to the business to generate revenue.

To provide detailed needs- and objective-based advice on savings, retirement, and investment products.

Manage and support our clients over the telephone to complete a fact find, formulate need- and objective-based advice, and prepare suitability reports to deliver quality advice and good customer outcomes.

Develop and manage internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice-eligible customers.

Meet the requirements of the Training and Competence Scheme Framework to ensure best practice is followed and maximise contribution to the business. Maintain and continually develop skills and knowledge of financial services and market trends to meet changing needs of clients.

You will have a strong track record within the advice industry with experience of advising clients with “at retirement” needs. Commercial approach with outstanding organizational skills and the ability to manage self to deliver results, while ensuring continued service excellence.

Qualifications

Regulatory Qualifications required:

• Diploma in Financial Planning or Diploma in Regulated Financial Planning
• Relevant CPD records

Additional information

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

Find out more

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

SMCR and regulatory

Senior Managers Certification Regime (SMCR): This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. The role will be subject to:

• PRA Individual Conduct Standards
• FCA Senior Individual Conduct Rules

Further information on the SMCR can be found on the FCA website.