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Whole of Market Financial Adviser

Working for Skipton Financial Services based from home you will be responsible for providing whole of market advice to a wide range of clients in the Harrogate area, particularly on investments and inheritance tax planning.

The role is to cover Direct Business Centre leads and to service your own allocated review clients.

The Direct Business Centre makes outbound calls to prospective clients from warm lead sources provided from maturities, seminars, direct mail responses, national and local advertising and affinity partners. In addition, the DBC also takes inbound calls from several 0800 numbers. These are publicised in a wide variety of media such as Local and National Newspapers.

Dedicated to meeting the needs of our clients, confidence and knowledge that discerning clients will expect in their financial adviser. Therefore strong communication and customer service skills are of utmost importance.

You will have a proven record of sales success covering savings, pensions and investment advice and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate and understandable advice.

You will need to have the relevant qualifications and experience within the financial services arena. Minimum expectations are FPC or CEFA qualified. Ideally you’ll be progressing towards or willing to progress towards CII Diploma level exams. You must have previously held CAS status (6 months) and been working in an advising capacity hitting and achieving personal sales targets. IHT experience is not essential as training and development will be provided.

Successful applicants will be subject to a criminal records bureau check.  If any adverse information is recorded this will be investigated in line with our Recruitment of Ex-Offenders Policy and you may be declined employment.  You are encouraged to disclose any unspent (or spent) convictions to the Recruitment Manager at the earliest opportunity.