Financial Advisor

2 months ago

Maidenhead, United Kingdom Integrity Resource Solutions Full time

**Financial Advisor (Non Diploma)**

**Salary: £24,000 Basic (£40-60K OTE Year1), Homebased/Remote**

**Locations: Maidenhead, Marlow, Henley on Thames**

**The Company**

A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.

**Key Responsibilities & Duties**
- Achievement of agreed sales and operating objectives
- Carry out regular reviews with your customers
- Expand existing customer base through referrals and other agreed direct sales strategies
- Contribute at regular team meetings with the Area Manager and Financial Advisers
- Complete sales documentation using in-house computer systems
- Act in accordance with the company’s Code of Conduct for Financial Advisers
- Able to build and maintain strong customer relationships
- Sales background, previous experience in financial services would be advantageous, but not essential

The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 (OTE £37 to £55k), car allowance plus other excellent benefits.

**Job Types**: Full-time, Permanent

Pay: £24,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Application question(s):

- Do you hold a clean Driving License?

Work Location: On the road

Reference ID: IRS/DG

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