In-house Financial Advisor (Worcester)

TN United Kingdom; Worcester; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking an In-house Financial Advisor to join their team in Worcester. This role involves providing proactive financial advice to clients, ensuring compliance with industry standards, and fostering strong client relationships. With a focus on personal accountability and professional development, the ideal candidate will have a Grade 12 certificate and relevant experience in sales. This is a fantastic opportunity to grow within a supportive environment while helping clients achieve their financial goals.

Qualifications

• Minimum of 3 years relevant work experience, preferably in sales.
• Formal in-house training and ongoing professional development required.

Responsibilities

• Provide sound financial advice aligned with clients' goals.
• Build strong client relationships and deliver excellent service.

Skills

Communication Skills

Computer Literacy (MS Office)

Sales Experience

Education

Grade 12 (Matric) Certificate

FAIS Compliance

RE5 Qualification

Job description

In-house Financial Advisor (Worcester), Worcester

Client: Old Mutual

Location: Worcester, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 44db0c1a7b26

Job Views: 4

Posted: 02.05.2025

Expiry Date: 16.06.2025

Job Description:

This role provides advice on a specific range of products to a defined market segment and is individually accountable for achieving results through personal efforts.

An accredited financial adviser offers proactive, on-demand financial services and advice to customers within an allocated market segment.

You will be responsible for delivering excellent service, building strong client relationships, and providing sound financial advice that aligns with clients' financial goals, value propositions, and compliance standards.

The role requires formal in-house training, completion of prescribed regulatory exams, and accreditation with the Financial Services Regulatory Authority, along with ongoing professional development.

Requirements:

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• Valid driver’s license and own vehicle
• No criminal or credit history issues
• Minimum of 3 years relevant work experience (preferably in sales)
• Proven computer literacy (MS Office)
• Excellent communication skills (written and verbal)

Skills:

Education:

Closing Date:

06 June 2024