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Submit CV
£37500 - £42500 per annum + 65k OTE,24 days holpension, paid socials
BBBH2830TKH100_1546844417
Permanent
Apply Now

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 a base salary of up to £42,500 amd overall OTE of £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 with plans to nearly double in size again this year. With the group now employing over 450 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

  • Must be Level 4 qualified
  • 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.