About the Role
Our advice business seeks to be Champions of Modern Advice with the objective of helping people make the most out of their pension savings.
Our professional advisers support this objective by engaging with our customers, and the customers of our growing base of corporate partners, providing financial advice predominantly focused on preparing for retirement, and those at retirement.
Our advisers typically work between our offices in Bournemouth and at home depending on the work they are completing and what works best for them to achieve their objectives. We are open to discussing flexible working for the right candidates.
We're looking for forward thinking advisers with previous experience. You’ll have demonstrated competence and have a track record of assisting customers to achieve their investment and retirement objectives. You’ll be a great communicator with a passion for helping customers make the best financial decisions. You will need to be QCF Level 4 qualified (Diploma in Financial Planning or Diploma in Regulated Financial Planning) and have previous experience as a Financial Adviser.
As an advisory firm we look to use available technology to support the efficiency of our business so you will be comfortable using technology.
Here’s more about what you’ll be doing:
Take responsibility for the achievement of individual objectives including; activity, income, and quality measures. We also want you to contribute to the overall success of the advice business through your individual contribution and development.
We’ll work with you on your Continual Profession Development and have a clear career path should you wish to progress to more complex advice areas such as Pension Transfer.
About the Rewards
This role is a Band C in the LV= Structure. We want you to love what you do that’s why we’ve put together a benefits package that recognises and rewards a job well done.
We’ll give you:
- 30 days' holiday, with the option to buy up to 2 additional days
- a competitive pension for which LV= will pay twice the amount you pay, up to 14%
- a sales bonus scheme
- Single cover private medical insurance which you can upgrade to family cover
- a flexible benefits package (e.g. discounted retail vouchers, great value dental insurance, childcare vouchers)
- a generous 25% discount off our general insurance products including home, pet and travel. Up to 50% discount on your car insurance and up to 20% discount from our life products.
Here at LV= we are an equal opportunity employer and value diversity and inclusivity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We’re also open to conversations about flexible working as part of your application. If it’s right for our customers, our business and for you then we’ll do everything we can to support you.
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