Job Description Established in 1995, Brookson has been supporting freelancers, contractors, and self-employed professionals for over 30 years. 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? Knowledge of pension and investment products Experience of Financial Advice sales 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 That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. 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 ~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. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps.
Investments advisor in Coventry employer: Brookson
Join our dynamic Data & Analytics team as a Data Analyst and experience a supportive work culture that prioritises collaboration and employee well-being. With benefits like 23 days of annual leave, hybrid working options, and unique wellness initiatives such as Press Pause Days, we are committed to fostering your professional growth while ensuring a healthy work-life balance. This role not only offers the chance to tackle complex data challenges but also positions you at the forefront of impactful business decisions in a rapidly evolving environment.
