Company Description

Vanilla Financial is a growing Barbadian Independent Financial Advisory practice. We provide comprehensive personal financial planning advice to help our clients achieve their lifestyle , retirement and legacy goals. In addition we help them to protect themselves and their loved ones financially by recommending and brokering the most appropriate life, health, general and specialty insurance policies.  As part of our exciting growth plans we are looking to add suitably qualified members to our team.

Our Clients expect:

A knowledgeable and professional Adviser who puts their clients' interest ahead of his own. Who will provide them with exceptional customer service while providing financial advice using plain and simple language.

We will expect you to:

Provide an efficient, friendly and professional point of contact for clients and respond to enquiries by telephone, email, on-line and in person.
Prepare Client financial action plans and suitability reports .
Promote the profile of the business within the profession and wider communities
Participate with other Financial Advisers in Client presentations and Company Seminars and Webinars.

How we will support You:

We will provide you with the backing of our awesome Adviser Support Team and our world class software systems, which will allow you to focus helping on your clients and attracting new prospects. We also provide you with the benefits of our industry leading marketing and client services program. And as part of our team you will be entitled to free personal financial planning advice.

Qualifications

Level 4 Financial Planning Diploma (or near completion) or equivalent
3 years experience in the sale of Financial Protection products