Financial Sales Advisor

4 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


  • Sales Advisor

    4 weeks ago


    Worcester, United Kingdom Premier Jobs UK Limited Full time

    This employed, Sales Adviser in the Worcester area is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Advisor, you will be reviewing their life insurance, savings, retirement...

  • Financial Advisor

    4 days ago


    Worcester, United Kingdom CV-Library Full time

    Are 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...


  • Worcester, United Kingdom Freedom Recruitment Capital Full time

    Financial Advisor TraineeWe are seeking a dedicated and ambitious individual to join our team as a Financial Advisor Trainee. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.About the RoleThis is an exciting opportunity to work closely with our Director, providing comprehensive...


  • Worcester, United Kingdom Freedom Recruitment Capital Full time

    Financial Advisor TraineeWe are seeking a dedicated and ambitious individual to join our team as a Financial Advisor Trainee. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.About the RoleThis is an exciting opportunity to work closely with our Director, providing comprehensive...


  • Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to support our Director in providing comprehensive support while training to become a fully qualified Financial Advisor.Key ResponsibilitiesParaplanning Support: Work as the Director's primary Paraplanner, handling all paraplanning duties including research, report writing, and...


  • Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to support our Director in providing comprehensive support while training to become a fully qualified Financial Advisor.Key ResponsibilitiesParaplanning Support: Work as the Director's primary Paraplanner, handling all paraplanning duties including research, report writing, and...


  • Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to join our team at Freedom Recruitment Capital. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.Key ResponsibilitiesProvide comprehensive support to the Director, handling paraplanning duties...


  • Worcester, United Kingdom Freedom Recruitment Capital Full time

    About the RoleWe are seeking a dedicated and ambitious Trainee Financial Advisor to join our team at Freedom Recruitment Capital. This role is ideal for an experienced Paraplanner who is Level 4 qualified and is looking to take the next step in their career.Key ResponsibilitiesProvide comprehensive support to the Director, handling paraplanning duties...

  • Financial Advisor

    1 day ago


    Worcester, United Kingdom Premier Jobs UK Limited Full time

    Are 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

    2 days ago


    Worcester, United Kingdom Premier Jobs UK Limited Full time

    Are 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

    2 days ago


    Worcester, United Kingdom Premier Jobs UK Limited Full time

    Are 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...


  • Worcester, Worcestershire, United Kingdom Bank of America Full time

    About the RoleWe are seeking a highly experienced Financial Advisor to join our team at Bank of America Merrill Lynch. As a key member of our wealth management team, you will be responsible for delivering comprehensive financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement personalized financial plans for...


  • Worcester, Worcestershire, United Kingdom Bank of America Full time

    About the RoleWe are seeking a highly experienced Financial Advisor to join our team at Bank of America Merrill Lynch. As a key member of our wealth management team, you will be responsible for delivering comprehensive financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement personalized financial plans for...


  • Worcester, United Kingdom Connells Group Full time

    We’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...


  • Worcester, United Kingdom Old Mutual Full time

    Let'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...


  • Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Exciting Opportunity for a Sales AdvisorThis is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances. As a Sales Advisor, you will be provided with a portfolio of existing policyholders, plus new customer enquiries. You will review their life insurance, savings, retirement and investment...


  • Worcester, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Exciting Opportunity for a Sales AdvisorThis is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances. As a Sales Advisor, you will be provided with a portfolio of existing policyholders, plus new customer enquiries. You will review their life insurance, savings, retirement and investment...


  • Worcester, Worcestershire, United Kingdom Connells Full time

    About the 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 play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...


  • Worcester, Worcestershire, United Kingdom Connells Full time

    About the 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 play a key role in providing expert advice and guidance to our clients on a range of mortgage products and services.Key ResponsibilitiesProvide expert advice to clients on mortgage products and...