At a Glance
- Tasks: Advise clients on investment strategies and help them meet their financial goals.
- Company: Join Brookson, a leading firm supporting freelancers and contractors since 1995.
- Benefits: Earn up to £40,000, enjoy 23 days off, and access wellness perks.
- Other info: Hybrid working model with a focus on professional development and team collaboration.
- Why this job: Make a real impact in clients' financial lives while growing your career.
- Qualifications: QCF Level 4 diploma and experience in financial advice sales required.
The predicted salary is between 40000 - 40000 £ per year.
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
- Experience of working within a team of advisers
- General knowledge of other financial services products
- Knowledge of the Freelance and Contractor sector
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
- 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.
#J-18808-Ljbffr
Investment Advisor in Coventry employer: Brookson Financial
At Brookson, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values each team member's contributions. Our Coventry office provides a vibrant environment with hybrid working options, ensuring a healthy work-life balance while fostering professional growth through ongoing training and development opportunities. With competitive benefits such as a generous pension scheme, wellness initiatives, and a commitment to employee engagement, Brookson is dedicated to helping you thrive in your role as an Investment Advisor.
