Financial Planning Advisor

Overview

Financial Planning Advisor role at Cornmarket Group Financial Services Ltd.

Role Purpose

We are looking for a Financial Planning Advisor to join our Financial Planning Support team.

Cornmarket's Financial Planning Advisors are responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. These appointments are made on behalf of our financial consultants in the Financial Wellbeing Division. The role holder will effectively manage the diaries of our Financial Consultants to ensure that all appointments can go ahead as scheduled in line with our clients' expectations.

The Financial Planning Advisors will also provide financial advice to clients specifically interested in protection policies and will assist clients in applying for group cover.

Accountabilities of the Role

• Making and taking calls to/from members of the public sector unions to arrange appointments with the company's Financial Consultants
• Booking in quality appointments with a high probability of completing an FHC and potential sale(s)
• Providing advice and selling group protection policies to our clients
• Meeting weekly/monthly targets - as it is a target driven role. Targets are built around call volume, appointment scheduling and product sales (alongside these targets comes an excellent monthly bonus structure)
• Maintain up to date records for our clients on Salesforce – including activity on leads and opportunities
• Dealing with clients in a professional and timely manner
• Lead generation through promotion of other Cornmarket products / services
• Performing tasks in a compliant manner to set procedures and prescribed scripts
• Completing various administration duties, such as data entry/logging and scanning
• Participate in team meetings, look for and suggest ways in which existing processes could improve
• Comply with quality control and regulatory requirements that are relevant to this role
• Maintain commercial awareness relevant to this role

Skills & Knowledge Required

• Full or partial QFA desired but not required, willingness to work towards same as part of the MCC requirement essential
• Previous experience in dealing with customers over the phone
• Ability to upsell products
• A keen eye for detail and quality
• Proven track record in meeting and exceeding targets
• Strong customer focus and an ability to deal with the unexpected
• Strong IT Skills with good working knowledge of the MS office suite
• Knowledge of risk control & regulatory environment

What We Can Offer You?

• Flexible working from home options as part of our Cornmarket Flex ways of working
• Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)
• Annual leave (increases based on service)
• Flexi leave (option to take additional annual leave)
• Health insurance or wellness subsidy
• Fully paid family leave types (maternity/paternity/surrogacy)
• Performance based bonus/commission
• Income protection
• Life cover
• Discounts on financial products
• Employee Assistance Programme
• Active Sports & Social Club
• Drive for results and target driven
• Approachable and a can-do attitude
• Team player

Controlled Function

This role is a 'controlled function' as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee's fitness and probity.

Cornmarket is committed to building an inclusive workplace environment. We're proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identity or expression, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation.

We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Customer Service

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