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Field-Financial Adviser
4 weeks ago
Financial Advisor
Peterborough
£28,000 per annum OTE uncapped (Up to £45,000 in the first year)
The Opportunity:
We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Peterborough, Spalding, Stamford, Boston and Skegness areas.
This opportunity is home based, travel to clients homes will be expected.
Utilising your exceptional sales aptitude and customer service skills, you will help families and individuals reach their financial goals. You will be responsible for a customer database in your area, which you will build. This is a targeted role, you will have a minimum of 3 customer appointments per day, which you are responsible for booking.
No previous experience in this industry or role is necessary as we will give you full on-going training. You must have the desire to succeed in sales and be comfortable with study and exams.
What we offer you:
£28,000 basic salary (after 6 months this increases to £32,000 then on a tiered basis up to £40,000 basic)
Uncapped earning potential (First year OTE up to £45,000)
25 days holiday plus bank holidays
3 weeks initial training then following 6 months ongoing studying to achieve RO1.
Company car (work milage covered)
Life Assurance
Pension scheme (you put in 5% the company 10%)
Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
What we require:
Strong desire to succeed in sales
Motivated by targets and drive to succeed.
Ability to build and maintain strong customer relationships
Professional approach
Drive and determination to close sales
Excellent communication and relationship building skills
Demonstrate self starter and comfortable working alone.
Working knowledge of MS Teams, Outlook and Excel and Word.
The start date for this role is 6th May 2025. You must be available for the first 3 weeks for training. You will also have an exam to complete after 6 months. Our referencing process will include 6 years references and financial and criminal checks.
About us
Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
What we do
We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.
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