CRS
Investment Advisor
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Role Overview
Do you have a Level 4 Financial Planning diploma valid for FCA activity 4 (or equivalent)?
Do you have proven skills in providing investment advice and delivering outstanding customer experience to clients with a minimum investment size of £50k?
If you meet this essential criteria and see your future as a key colleague in a branch network, this could be your opportunity to become an Investment Advisor.
About the Role
It’s a premium service where you’ll be working with customers looking to invest for at least five years or more.
You’ll listen to their needs, clarify their objectives and analyse their circumstances. Where appropriate, you’ll explain which award-winning investment products are right for them.
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Responsibilities
To succeed in this role, you will be responsible for:
- Providing regulated investment advice to help clients meet their objectives.
- Identifying potential new customers in need of this Service.
- Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
- Maintaining up to date and compliant records to ensure relevant internal standards and external regulatory requirements are observed.
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Essential Criteria
- A Level 4 Financial Planning diploma valid for FCA activity 4 (or equivalent)
- Proven skills in providing investment advice and delivering outstanding customer experience is essential
- Minimum investment size of £50k
- A good knowledge and understanding of wider financial markets, with exposure to the full range of banking products and financial planning industry
- Investment Market and Product Knowledge
- Financial Software navigation skills
- Regulatory and compliance knowledge, specifically consumer duty
- Proactive and dynamic approach to change
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