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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship-building and stakeholder management skills while effectively supporting financial advisers through training and product knowledge. Possesses a solid understanding of financial products and the ability to influence and communicate complex information clearly.
Highest-signal resume keywords
Relationship-BuildingStakeholder ManagementFinancial Product KnowledgeTraining and Onboarding SupportCommercial Awareness
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product AwarenessProposition DevelopmentSales Opportunity IdentificationQuotation Activity SupportFact-FindingDigital Tools MaximizationComplex Query Resolution
Soft Skills
Excellent CommunicationInfluencing SkillsSelf-MotivatedOrganizational SkillsAbility to Prioritize
Certifications & Qualifications
R01R04
Industry Keywords
Financial ServicesBondsRetirement PropositionsPension PropositionsISAsInvestment Products
About the role
Key responsibilities & impact- Build trusted relationships with a panel of financial advisers
- Support growth strategies in partnership with Account Managers
- Identify and progress sales opportunities through adviser engagement, insight, and management information
- Provide timely, accurate support on product, proposition, and pre-sales queries
- Help advisers maximise digital tools and self-service journeys
- Deliver training and education sessions where appropriate
- Champion PruFund through targeted engagement
- Conduct quality fact-finds to uncover opportunities and generate referrals for Account Managers
- Support quotation activity and new business generation
- Deliver clear, compelling sales messages
- Resolve complex adviser queries collaboratively
- Contribute adviser insight to projects, proposition enhancements, and business improvements
Requirements
What you’ll need- Broader product and proposition awareness across the market
- Understanding of Bonds, Retirement and Pension propositions, ISAs, and investment products
- Strong relationship-building and stakeholder management skills
- Ability to influence positively
- Excellent communication skills and ability to explain complex information clearly and confidently
- Commercial awareness and proactive approach
- Ability to prioritise effectively to achieve business objectives
- Self-motivated and organised
- Comfortable managing multiple priorities
- Experience supporting training, onboarding, or capability development
- Good understanding of adviser needs and the financial services marketplace
- Relevant professional qualifications, such as R01 or R04, or equivalent, or willingness to work towards them
Benefits
Comp & perks- Flexible working arrangements
- Workplace adjustments
- Support in achieving professional qualifications
- Excellent career development opportunities
- Pension scheme of up to 18% (13% employer contributions and 5% employee contributions)
- Share Save and Share Incentive Plan
- Financial wellbeing and support services
- 38 days annual leave including bank holidays
- Opportunity to purchase up to five extra days
- Time Off When You Need It policy
- Paid parental leave covering maternity, adoption, surrogacy, and paternity leave
- Private Healthcare
- Critical Illness cover
- Life Assurance
- Additional family options for Health & Protection cover
- Employee-led networks offering networking, support and development opportunities
- Reasonable adjustments during the recruitment process