Remote Financial Adviser Job in UK Hargreaves Lansdown

Who you are

• Qualified to at least QCF/CII level 4 or CISI with Financial Planning or close to qualifying (essential)
• Full UK Drivers License (essential)
• Excellent verbal and written skills
• Experience of success in a client facing role
• Confident communicator and able to demonstrate excellent customer service skills
• A commercial approach to all aspects of business
• Highly effective administration and organisational skills
• Adaptable and proficient working in a fast paced environment
• Able to assist clients to make informed buying decisions
• Knowledge and ability to operate within licensing restrictions and approved areas of advice
• Able to act in line with the T&C scheme within HL and the core values of the group

What the job involves

• Proactively managing your time to schedule and conduct annual financial reviews with existing clients
• Working in partnership with the wider Advisory team to maintain maximise and grow positive client relationships
• Identifying opportunities for new business with existing clients including referrals to specialist Financial Planners and Investment Advisers where appropriate
• Maintaining a positive application of regulatory requirements
• Representing HL's core values to provide an excellent service and provide the best outcomes for clients and the business