A bit about the job:

You will be providing advisory services on behalf of Aviva, to our customers, as well as liaising with multiple contact centres internally, to ensure our customer requests are completed to a high standard. Tasks will include: responding to referrals, arranging customer meetings, conducting comprehensive fact-finds, presenting financial advice, and completing post sale transactions and annual reviews.

Skills and experience we’re looking for:

• Experience of dealing with Defined Benefit transfers, thanks to working as either a para-planner or trainee Financial Adviser previously

• You need to have completed (or be close to completing) your Level 4 Diploma, as well as have your AF7 (or AF3/G60) qualification

• Confident when dealing with complex financial planning within a DB environment

• Excellent customer service skills, including the ability to adapt to a variety of personalities and requests

• Strong administrative skills, including undertaking diary management and report writing tasks

What you’ll get for this role:

• Annual salary of £35,000 to £50,000 (depending on location, skills, experience, and qualifications)

• Compay

• Generous pension (starting level Aviva contributes 8%, when you contribute 2%).

• Eligibility for annual performance bonus.

• Family friendly parental and carer’s leave.

• 29 days holiday per year plus bank holidays and the option to buy/sell up to 5 additional days.

• Up to 40% discount for Aviva products.

• Brilliant flexible benefits including electric cars.

• Aviva Matching Share Plan and Save As You Earn scheme.

• 21 volunteering hours per year.

Aviva is for everyone:

We are inclusive – we want applications from people with diverse backgrounds and experiences.

Excited but not sure you tick every box? Research tells us that women, particularly, feel this way.  So, regardless of gender, why not apply. And if you’re in a job share just apply as a pair.

We flex locations, hours and working patterns to suit our customers, business, and you.

Most of our people are smart working – spending around 60% of their time in our offices and 40% at home.

To find out more about working at Aviva take a look here

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, please give Daisy Holmes a call on (+44) 7436 672007 or send an email to daisy.holmes@aviva.com.