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£60000 - £65000 per annum
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We are seeking an Investment Advisor selling pensions, investments, insurance and financial products to existing clients of a market leading contractor accountancy firm. This newer area of the business has 80% growth plans for 2019 delivering exceptional opportunities for personal development. Offices based in Coventry with overall package £60000 - £65000.

As part of a larger specialist accountancy company they have doubled in size over the past 2 years due to significant investment and are continuing to grow rapidly. Now employing over 300 people this is an excellent company who not only provide a first class product and service to customers, but also pride themselves on providing a professional and rewarding environment for their staff with excellent progression opportunities.

The Role - Investment Advisor

  • Advise clients on customised recommendations to assist them meet financial goals
  • Consult on investment strategies, products and services
  • Building relationships long term for ongoing investment advise
  • Conduct in-depth reviews of clients financial position
  • Proactively cross sell other groups products by fully understanding client needs

To be successful as an Investment Advisor

  • Essential qualification of Dip FA 4
  • Pension transfer specialist qualification desirable
  • Experience providing advice on finical services and products in most recent role
  • Excellent knowledge of pension and investment products
  • Strong IT Skills

As an Investment Advisor you will enjoy a competitive salary of £37500 - £42500, along with uncapped commission resulting in overall OTE £60k to £65k Uncapped, 23 days holiday, increasing to 27 days plus bank holiday and birthdays off. Additionally, you will benefit from free parking, life insurance, 5% company pension and lots more.