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Financial Sales Advisor

7 months ago

Worcester, United Kingdom TwentySeven Tech Ltd Full time

**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