Quotes Life Assurance

Financial Consultant – Pensions, Life Assurance, Permanent Health Insurance
Scunthorpe, North Lincolnshire
c£30,000 DOE Plus Quarterly Bonus Scheme, Employer Pension Contribution, Life Assurance Scheme

Our client provides independent financial advice to private and corporate clients through a national network of offices, including Leeds and London. They deliver their services to clients through two separately regulated companies offering tailored propositions according to the needs of the customer. An opportunity has now arisen for a Financial Consultant to join their team.

If you’re a finance professional with a level 4 diploma in regulated financial planning and excellent knowledge of pensions, life assurance and permanent health insurance, this is an excellent opportunity to further your career within a rapidly growing company.

In this newly created role, as a Financial Consultant, you will be responsible for developing new enquiries from existing clients in addition to ensuring their needs are met. You will provide advice and guidance over the telephone and via correspondence.

Whilst predominantly based at our client’s Scunthorpe office, on occasion, you will be required to travel to their office in Leeds.

Your key duties will include:

- Managing and maintaining the service proposition to clients through regular contact
- Identifying the most suitable service proposition and making referrals where appropriate
- Providing a primary contact to advisory clients and providing guidance
- Following up new business initiatives and maintaining management data

To be considered for this position, you must have:

- A level 4 diploma in regulated financial planning (R01, R02, R03, R04, R05 R06)
- Experience of dealing with personal pensions, life assurance and permanent health insurance
- Experience of working within an IFA or FSA regulated commercial environment
- A proven track record of delivering financial solutions to consumers

As a Financial Consultant, you must have excellent time management skills and a strong telephone manner. Good problem solving skills are also key.

Although not essential, a clear understanding of personal tax planning would be of benefit to your application.

To apply for the role of Financial Consultant (Pensions, Life Assurance, Permanent Health Insurance), please apply via the button shown.

This vacancy is being advertised by web recruit ltd. The services advertised by web recruit ltd are those of an employment agency.

Additional Keywords: Financial Consultant, Financial Advisor, Financial Planning Consultant, Financial Advice, Pensions Advisor, Pensions, Financial Adviser, Level 4, Financial Adviser Level 4, Insurance Advisor.

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