Investment Advisor

Corporate Recruitment Solutions; Birmingham; On-site; GBP 40,000 - 65,000; Full time

Job summary

Corporate Recruitment Solutions is recruiting an Investment Advisor in the United Kingdom. The role focuses on providing regulated investment advice to clients investing £50k or more and delivering outstanding customer experience.

You will listen to client needs, clarify objectives and analyse circumstances to recommend appropriate award-winning investment products. This is a premium service-driven opportunity in a branch network.

Qualifications

• : Level 4 Financial Planning diploma valid for FCA activity 4 (or equivalent).
• - Proven skills in providing investment advice and delivering outstanding customer experience.
• - Minimum investment size of £50k.
• - Knowledge of wider financial markets and banking products.
• - Investment market and product knowledge.
• - Financial software navigation skills.
• - Regulatory and consumer duty knowledge.
• - Proactive and dynamic approach to change.

Responsibilities

• Providing regulated investment advice to help clients meet their objectives.
• Identifying potential new customers in need of this Service.
• Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
• Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.

Skills

Investment advice

Customer experience

Regulatory knowledge

Financial software navigation

Financial markets knowledge

Proactive change

Education

Level 4 Financial Planning diploma (FCA activity 4)

Job description

Do you have a Level 4 Financial Planning diploma valid for FCA activity 4 (or equivalent)?

Do you have proven skills in providing investment advice and delivering outstanding customer experience to clients with a minimum investment size of £50k?

If you meet this essential criteria andsee your future as a key colleague in a branch network, this could be your opportunity to become an Investment Advisor.

It’s a premium service where you’ll be working with customers looking to invest for at least five years or more.

You’ll listen to their needs, clarify their objectives and analyse their circumstances. Where appropriate, you’ll explain which award-winning investment products are right for them.

My client is shaping the way they work through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas.

To succeed in this role, you will be responsible for:

• Providing regulated investment advice to help clients meet their objectives.
• Identifying potential new customers in need of this Service.
• Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
• Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.

ESSENTIAL CRITERIA

• A Level 4 Financial Planning diploma valid for FCA activity 4 (or equivalent)
• Proven skills in providing investment advice and delivering outstanding customer experience is essential
• Minimum investment size of £50k
• A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry
• Investment Market and Product Knowledge
• Financial Software navigation skills
• Regulatory and compliance knowledge, specifically consumer duty
• Proactive and dynamic approach to change