Investment Advisor

Brookson Ltd; Coventry; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Hybrid working

5% company pension

23 days annual leave

Birthday off

Job summary

Brookson, based in Coventry, is recruiting an Investment Advisor to support freelancers, contractors and self-employed professionals. The role is hybrid with in-office training initially and two days per week in the office, the rest remote.

You will advise on investment strategies and pension products, disclose information and fees, and keep clients informed about market changes. Experience in Financial Advice sales is preferred.

Qualifications

• Essential experience and Qualifications: QCF Level 4 diploma
• Knowledge of pension and investment products
• Well organised with the ability to manage time effectively
• Collaborative, team orientated with a strong work ethic
• Experience of Financial Advice sales

Responsibilities

• Advise clients with recommendations to help them to meet their financial requirements.
• Consult with clients on investment strategies, products and services that are suitable to their needs.
• Disclose the required information about an investment, avoid conflicts of interest and acknowledge payment or compensation received for products or investments.
• Proactively contact clients with news of new financial products or changes to legislation that may affect their savings or investments.
• Research and consider all retail investment products or providers available, providing unbiased advice in the process.
• Conduct in-depth reviews of current financial circumstances, current provision and future aims.
• Meet the standards set out in the Training and Competence plan.

Job description

Investment Advisor

Coventry

Established in 1995, Brookson has been supporting freelancers, contractors, and self-employed professionals for over 30 years.

We have offices in Warrington (our HQ), Bournemouth, and Coventry. Recently, we were acquired by People2.0, a global company specialising in workforce management solutions and global employment services, which means exciting opportunities for career development await you.

Our Coventry office (CV5) is easily accessible by car and an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days in the office and the flexibility to work from home the rest of the week. During an initial training period, you’ll be in the office full-time for team integration and peer training.

What you’ll get to do:

• Advise clients with recommendations to help them to meet their financial requirements.
• Consult with clients on investment strategies, products and services that are suitable to their needs.
• Disclose the required information about an investment, avoid conflicts of interest and acknowledge payment or compensation received for products or investments.
• Proactively contact clients with news ofnew financial products or changes to legislation that may affect their savings or investments.
• Research and consider all retail investment products or providers available, providing unbiased advice in the process.
• Conduct in-depth reviews of current financial circumstances, current provision and future aims.
• Meet the standards set out in the Training and Competence plan.

Skills and experience we value:

Essential experience and Qualifications

• QCF Level 4 diploma
• Knowledge of pension and investment products
• Well organised with the ability to manage time effectively
• Collaborative, team orientated with a strong work ethic.
• Experience of Financial Advice sales

Desirable Experience

• Experience of working within a team of advisers
• No existing client bank.
• General knowledge of other financial services products
• Knowledge of the Freelance and Contractor sector
• Pension transfer qualification

Benefits and location:

Here at Brookson, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. The benefits for this role include:

• • Salary of up to £40,000, depending on experience
  • Hybrid working
  • 5% company pension contribution after 3 months
  • 23 days’ annual leave, plus bank holidays and your Birthday off each year
  • 2 Press Pause days per year (An opportunity to step back, breathe, and focus on your wellness)
  • Free Financial Advice including Mortgages and Savings.
  • Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.

About Brookson

Brookson provides comprehensive financial, legal, and administrative solutions for contractors and recruitment agencies. With over 30 years of expertise, Brookson offers accounting, payroll, legal guidance, financial planning, and insurance services under one roof. Part of the People2.0 family, Brookson combines deep UK employment law expertise with access to global workforce solutions, serving contractors and agencies with dedicated personal support and comprehensive compliance guidance. To learn more, visit brookson.co.uk .

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