Investment Advisor

Brookson; West Midlands; Hybrid; GBP 24,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

5% company pension contribution

23 days' annual leave + holidays + You

2 Press Pause days/year

Free Financial Advice including Mortg.

Wellbeing benefits incl. gym discount

GP access & Mental Health support

Job summary

The package includes generous benefits and career development through People2.0. You will help clients meet financial goals while complying with regulatory standards and a strong emphasis on professional development.

Qualifications

• QCF Level 4 diploma required.
• 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 meet their financial requirements.
• Consult with clients on investment strategies, products and services suitable to their needs.
• Disclose information about investments and acknowledge payments received.
• Proactively contact clients with news of new products or changes to legislation.
• Research and consider all retail investment products or providers to give unbiased advice.
• Conduct in-depth reviews of current financial circumstances and future aims.
• Meet the standards set out in the Training and Competence plan.

Skills

Knowledge of pension and investment

Well organised

Collaborative

Financial Advice sales

Education

QCF Level 4 diploma

Job description

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 will you be doing as an Investment Advisor?

• 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.

What are the qualities that can help you thrive as an Investment Advisor?

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

In Return for joining us as an Investment Advisor

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.