Independent Financial Advisor
EIS Financial Services
Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We remain the exclusive partner adviser for EIS members.
Purpose of the Role
We are looking for a qualified Financial Advisor (FA) to service an existing client bank on a permanent, employed basis. Or there is a development opportunity for someone in another role who meets the qualification criteria and is yet to gather the suggested experience, to be trained into the role.
The role holder will be responsible for providing accurate, professional and sound financial advice to both new and existing customers. The FA will be expected to work with the management of the company on the annual marketing strategy in order to reach sales and service targets set down by the Managing Director. Working as part of a team of advisers, a customer focused approach is required.
This is a permanent full time position and the successful candidates base will be their home address and they will be expected to conduct client meetings via videocall and to a lesser extent face to face meetings. There is currently a vacancy in the following area – North West Scotland, including the Highlands, Moray and Western Isles but we are open to all parts of Scotland should we find the right candidate.
Working hours will be flexible and there would be an expectation that the successful candidate would provide a clinic in their area once a quarter for 2-3 days to allow clients to book face to face appointments.
Responsibilities of the Role
Become an expert in the Scottish teacher’s superannuation schemes. (Full training will be provided by the firm to the successful candidate)
Work with schools, local authorities and the EIS Local Association Secretaries in the provision of retirement planning seminars, webinars, courses and presentations
Engage with and develop strong professional relationships with clients over the phone/videocall and in person and develop rapport so as to build an accurate understanding of their particular circumstances and financial objectives
Provide sound and professional financial advice to customers that is appropriate for their individual circumstances
Prepare suitability reports and recommendations for life, pension and investment options based on our Centralised Investment Proposition.
Maintain client data in ‘Intelligent Office’ in a timely and accurate manner.
Comply with the risk control, compliance and regulatory requirements that are relevant to this role.
Skills & Knowledge Required
Previous experience working as a Financial Advisor is preferrable
Level 4 qualification is required
Excellent technical knowledge of protection, pensions and investments
Proven experience of building strong customer relationships over the phone/ via videocall and in person
Experience using the “Intelligent Office” CRM system in financial services is desirable but not essential
Behavioural Competencies Required
Quality-focused with a Customer First approach
Ability to work to deadlines and targets
Excellent attention to detail
Excellent interpersonal and relationship building skills