Current Region & Language

Investment Advisor

Coventry

The Investment Advisor will report directly to the Pension & Investment Manager. They will be located at Brookson Group offices in Coventry and will be able to work from home as agreed.

The Investment Advisor will actively liaise with members of the Brookson Financial business line based in various locations in the UK and other Brookson departments.

The role holder will be expected to achieve the targeted level of fee income from financial services activities with the focus being on pensions, investment, insurance and group schemes.  They will provide professional financial advice to provide added benefit and value to the company’s clients.  The Investment Adviser will also comply with the company’s T&C scheme and adhere to all policies and regulation.

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.
  • Build strong and long-term relationships with clients.
  • 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.
  • Encourage all clients to engage in a long-term ongoing review service.
  • 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 regulatory aspects of the role, such as the requirements for disclosure, costs of the services and the advised products.
  • Meet the standards set out in the Training and Competence plan.
  • Keep up to date with changes in legislation relating to the Freelance Contractor and Interim Manager industry sector.
  • Take ownership when seeking solutions for clients, including the adjudication of the solution with the Company’s internal departments.
  • Any other duties that are deemed necessary to support the business.

Skills and experience we value:

Essential Skills, Experience and Qualifications

  • Knowledge of pension and investment products
  • High level of numeracy
  • Excellent oral, written and listening skills.
  • Well organised with the ability to manage time effectively
  • Collaborative, team orientated with a strong work ethic.
  • Good level of IT
  • Experience of Financial Advice sales
  • QCF Level 4 diploma

Desirable Experience and Qualifications

  • 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:

  • 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 People 2.0​

People2.0 is the world’s leading enabler of flexible, mobile, on-demand, and remote work arrangements, including portable support solutions for independent contractors. The company’s global network of in-country, company-owned and operated establishments enable talent suppliers to hire any worker anywhere in any arrangement. Whether hiring locally or globally, People2.0’s employer of record (EOR) and agent of record (AOR) services keep contingent workers in compliance with local and international regulations. To learn more, visit People20.com.
People2.0 is committed to providing equal employment opportunities to all associates and applicants without regard to race, color, national origin or ancestry, citizenship status, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, physical or mental disability, age, veteran status, uniformed servicemember status, gender identity, genetic information (including testing and characteristics) and any other characteristic prohibited by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co -workers.

In furtherance of this commitment, the Company is committed to providing a work environment that is free of prohibited harassment. As a result, the Company strictly prohibits sexual harassment and harassment against applicant and employees based on any legally recognized status, as defined above, or any other status protected by federal, state, or local laws.

How to apply:

Send your cover letter and resume to careers@people20.com and reference the job title and location.