Investment Advisor

Location: Warrington

Closing date: Not specified

Hours per week: 37.5

We’re Brookson, market leading accountants. You might know us as one of Warrington’s biggest employers. Or perhaps you recognise the Brookson name from our sponsorship of Warrington Wolves, or the fundraising work we do for St Roccos. But get to know us and you’ll be pleasantly surprised, you see, great things are happening at Brookson.


Brookson Group are looking for an Investment Advisor to join their thriving Financial Services business.


Brookson Financial Services prides itself on providing financial advice which adds benefit and value to its clients.  You will work with a team of advisors who offer specialist advice to contractors and self-employed individuals. This role can be based in our Coventry or Warrington offices.


What you will do:

  • Provide advice and customised recommendations to help our clients reach their financial goals
  • Consult with clients on investments strategies and products suitable or their needs.
  • Place the financial wellbeing of the client as paramount
  • Disclose all information about an investment, avoiding conflicts of interest
  • Conduct in-depth reviews of current financial circumstances, current provision and future aims
  • Meet the standards set out in the Training and Competency Programme
  • Keep up to date with all changes to legislation with respect to the Freelance Contractors and Interim manager’s industry sector


The successful candidate will have:

  • A minimum of 2 years’ experience of providing advice on financial services and products
  • Level 4 Dip FA
  • Previous experience of working within a compliance regulated environment
  • Strong knowledge of pension and investment products
  • Strong organisational and time management skills


What Brookson look for:

  • Self-starter
  • Personable and professional with the ability to build rapport easily
  • Proactive attitude to work
  • Enjoys working in a fast pace environment


What Brookson can offer you:

  • Annual bonus/performance bonus
  • 5% employer pension contribution
  • 25 days’ annual leave
  • Buy and sell holiday scheme
  • Healthcare and Travel Insurance
  • Life Assurance 
  • Study Support
  • Structured Training
  • Free parking
  • Employee Discount Scheme


The closing date for this job has now passed.