Financial Sales Advisor
5 months ago
**About us**.
A professional, agile and professional financial services provider. Those who join this 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. They help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
'''Duties:'''
- An opportunity for an enthusiastic and confident individual to join our client's team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role.
You will enjoy 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.
- Provide financial planning services to clients, including investment advice, retirement planning, and estate planning.
- Recommend appropriate investment strategies and products based on clients' needs and objectives.
- Monitor and review clients' investment portfolios to ensure they remain aligned with their goals.
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans.
- Build and maintain strong relationships with clients through regular communication and meetings.
- Collaborate with other professionals, such as tax advisors and attorneys, to provide comprehensive financial solutions.
'''Requirements:'''
- Able to build and maintain strong customer relationships
- Professional approach
- Drive and determination to succeed
- Strong communication skills
- Working knowledge of computer systems
- Sales background, previous experience in financial services would be advantageous, but not essential.
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£50,000.00 per year
**Benefits**:
- Company pension
- On-site parking
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
- Yearly bonus
**Experience**:
- Direct sales: 1 year (required)
- Financial services: 1 year (required)
Licence/Certification:
- Driving Licence (required)
Work Location: On the road
-
Financial Advisor
4 weeks ago
Worcester, United Kingdom CV-Library Full timeAre you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...
-
Financial Advisor
5 months ago
Worcester, United Kingdom Pertemps Network Group Full time**Job Description**: Job Title: Financial Advisor (Remote Work Opportunity) Location: Remote/Home-based **Salary**: £55,000 to £80,000 (Basic) + Bonus Structure Hours: Minimum 35 hours per week **Benefits**: - Private Medical Insurance (PMI) scheme available after 3 months of service- Death in service benefit of 4 times the annual salary- Company...
-
Sales Advisor
3 weeks ago
Worcester, United Kingdom CV-Library Full timeJob Title:Sales Advisor Location:Worcester Thorn Baker's has teamed up with a 5 Star Quality Award Winning Home Builder who is looking for a Sales Advisor to join their team. Throughout 18 years in operation, not only are they renowned for building new homes in desirable locations throughout Central England, they have made massive strides to grow the...
-
Financial Advisor
3 weeks ago
Worcester, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is able to provide...
-
Financial Advisor
3 weeks ago
Worcester, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to provide...
-
Financial Advisor
3 weeks ago
Worcester, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is able to provide...
-
New Homes Sales Advisor
5 months ago
Worcester, United Kingdom Connells Group Full timeWe’re looking for a highly motivated **New Homes Sales Advisor **to complement our team onsite in **Worcester**. The main purpose of this role is **sales generation** and to act as the primary point of contact for perspective house buyers, guiding them through the process from initial meeting to handover of their new home. OTE - £50,000 - Uncapped...
-
Aspiring Financial Advisor
6 months ago
Worcester, United Kingdom Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...
-
Sales Advisor
5 months ago
Worcester, United Kingdom H&M Full timeThis is a permanent Part-time position offering 20** **hours per week. The position is based in the H&M Worcester store. As a Sales Advisor, you are responsible for always putting our customers first** **while creating an exceptional shopping experience in-store. Together with a great team, you contribute to the sales and profit** **in your store** **and...
-
Deputy Business Advisor
4 weeks ago
Worcester, Worcestershire, United Kingdom Worcestershire Acute Hospitals NHS Trust Full timeJob SummaryWe are seeking a highly skilled Deputy Business Advisor to join our team at Worcestershire Acute Hospitals NHS Trust. As a key member of our finance department, you will be responsible for providing financial planning and reporting services to our divisions, including financial forecasting and risk assessment.Main Duties:- Support the Business...
-
Mortgage Advisor
3 weeks ago
Worcester, Worcestershire, United Kingdom Connells Full timeAbout Our CompanyConnells Group is a leading estate agency and property services provider in the UK, with over 1,250 branches and a rich history dating back to 1936. Our company offers a range of services, including residential sales, lettings, new homes, mortgage services, surveying, and conveyancing.The JobProvide expert advice to clients on a range of...
-
Deputy Business Advisor
4 weeks ago
Worcester, Worcestershire, United Kingdom Worcestershire Acute Hospitals NHS Trust Full timeJob SummaryWorcestershire Acute Hospitals NHS Trust is seeking a highly skilled Deputy Business Advisor to join our finance team. As a key member of the team, you will provide financial planning and reporting support to the Division, ensuring accurate and timely financial information is available to inform business decisions.Main Responsibilities- Provide...
-
Sales and Growth Professional
7 hours ago
Worcester, Worcestershire, United Kingdom Field Sales Solutions Full timeJob SummaryField Sales Solutions is seeking a highly motivated Category Sales Development Manager to drive sales growth in the Electrical Beauty and Skin Care category. The successful candidate will have previous field experience, excellent communication skills, and a passion for sales and brand portfolio.About the RoleAs a Category Sales Development...
-
Mortgage Advisor Career Starter
4 weeks ago
Worcester, Worcestershire, United Kingdom Connells Full timeUnlock Your Potential as a Mortgage AdvisorEmbark on a rewarding career with Connells Group, where you'll gain access to top-notch training and development programs to excel in financial services.Key Responsibilities:Provide expert advice to clients on a range of mortgage products and services.Build strong relationships with clients, working closely with...
-
Category Sales Development Manager
4 weeks ago
Worcester, Worcestershire, United Kingdom Field Sales Solutions Full timeField Sales Solutions is seeking a highly motivated and experienced Category Sales Development Manager to join their team. As a Category Sales Development Manager, you will be responsible for developing and implementing sales strategies to drive growth and profitability in the Electrical Beauty & Skin Care category.Key Responsibilities:Develop and implement...
-
Deputy Business Advisor
4 weeks ago
Worcester, Worcestershire, United Kingdom Worcestershire Acute Hospitals NHS Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Deputy Business Advisor to join our team at Worcestershire Acute Hospitals NHS Trust. As a key member of our finance department, you will be responsible for providing financial planning and reporting support to our clinical divisions.Main Duties:Support the Business Advisor in providing financial...
-
Deputy Business Advisor
7 months ago
Worcester, United Kingdom Worcestershire Acute Hospitals NHS Trust Full time**Key Duties**: Financial Planning and Reporting Supports the Business Advisor (Corporate / E&F / Digital) in providing financial support to the Division and Service Lines. Co-ordinates and manages the process of annual budget setting for Division working within an agreed corporate framework. Support the Business Advisor (Corporate / E&F / Digital) in...
-
Mortgage Advisor Career Pathway
4 days ago
Worcester, Worcestershire, United Kingdom Connells Full timeUnlock a Rewarding Mortgage Advising CareerEmbark on an exciting mortgage advising journey with Connells Group, the largest property provider in the UK. As a Trainee Mortgage Advisor, you'll gain access to top-notch training and development programs, allowing you to excel in financial services.A Challenging yet Rewarding Role Awaits YouProvide expert advice...
-
Category Sales Development Manager
4 weeks ago
Worcester, Worcestershire, United Kingdom Field Sales Solutions Full timeAt Field Sales Solutions, we are seeking a highly motivated and experienced Category Sales Development Manager to join our team. As a Category Sales Development Manager, you will be responsible for developing and executing sales strategies to drive growth and profitability in the Electrical Beauty & Skin Care category.Key Responsibilities:Develop and...
-
Mortgage Advisor Trainee
4 weeks ago
Worcester, Worcestershire, United Kingdom Connells Full timeAbout Our RoleWe are seeking a highly motivated and ambitious Trainee Mortgage Advisor to join our team at Connells Group. As a Trainee Mortgage Advisor, you will be responsible for providing expert advice and guidance to our clients on a range of mortgage products and services.Your Key ResponsibilitiesProvide expert advice to clients on mortgage products...