Financial Investment Advisor

Location: Bolton
Type: Permanent
Ref: VAC-33295
Rate/Salary: £25000 to £30000

Financial Investment Advisor

£25,000 – £30,000 + Comms

Hours: 9.30am – 5.30pm / Late shift finishes at 7.30pm (No Weekends)

Location: Bolton

My client is a well-established, award-winning company who specialise in the Pensions and Investments sector. They are now looking to recruit experienced Pensions and Investment Advisors to join their expanding team.

Ideally you will have sold these products in the last 2 years (although this is not essential) and you must be CeFa, CertPFS or FPC qualified.

The investment Advisor role:

The role involves handling inbound warm calls from customers who have lost money as a result of investing in these products. The adviser will have his/her own case load to work and will be targeted on signed packs back each month.

Key skills:

  • Good understanding of regulated Investment and Pension products and sales processes followed by banks and financial advisers
  • Excellent telephone manner is essential and a commitment to the very best customer service
  • Excellent sales skills
  • Ability to work under pressure in an organised way in a very busy office
  • Strong desire to hit targets to achieve bonus

The Ideal candidate

  • FPC or CeFA qualification
  • Given financial advice in High Street bank or IFA
  • Excellent communication skills both verbal & written
  • Experienced in High Street Bank work – Business Manager, Premier Manager
  • Detailed knowledge and understanding of investments – ISAs, Unit Trusts, Investment Bonds, With Profit Bonds

If you feel that you have the necessary attributes to be successful in this Financial Advisor role and would like excellent career opportunities PLEASE APPLY NOW!

Job Information

Job Reference: VAC-33295
Salary:
Salary From: £25000
Salary To: £30000
Job Industries: Construction
Job Locations: Bolton, England, Greater Manchester
Job Types: Permanent
Job Skills: Finance

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