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Financial Advisor
3 months ago
Are you looking for your next role in Financial Services or looking for a return to Financial Services?
My Client is a well-established Financial Services firm offering families Financial Advice across the United Kingdom, are seeking a full time Financial Adviser to join the business to cover the Maidenhead, Marlow, Henley on Thames and the surrounding areas.
This opportunity would suit a smart and presentable individual with a proven track record in face to face sales, with the ability to build rapport with customers and who has an appetite to develop a career within the Financial Services industry.
The role of Financial Adviser will involve:
Reporting to the Area Manager, you will be required to achieve regular sales of new business to attain individual and company sales targets whilst providing on going quality customer service.
Managing a customer database which you be provided with and expected to build upon.
Ongoing support, guidance, training and development in our processes.
Advising clients on a range of financial products in their homes, including savings plans, investments, pensions and protection policies.
Servicing existing customers through regular reviews, expanding existing customer sales and brand loyalty.
The autonomy of being home based and responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.
Applicants should possess a good standard of education and a full driving licence is essential, as the role is field based travelling to clients’ homes.
The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits
~ Initial residential training course
~£Company Car
~20 days holiday rising to 25 over first 5 years plus bank holidays
~ Annual sales incentives.
To apply for this role suitable applicant should ideally have a successful previous Financial Services sales experience preferably in a home service environment and have achieved at least some industry qualifications (e.g.
