Investment Advisor

Location: Coventry

Closing date: Not specified

Hours per week: 37.5

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

Brookson Financial Services prides itself on providing financial advice which adds benefit and value to its clients. 

You will be a part of a wider team of advisors who offer specialist advice to contractors and self-employed individuals.


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 productsStrong organisational and time management skills


What Brookson look for:

  • Self-starterPersonable 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
  • Healthcare and Travel Insurance
  • Birthday off
  • Study Support
  • Structured Training
  • Free parking
  • Employee Discount Scheme



The closing date for this job has now passed.