Financial Services Representative

4 weeks ago


Lewes, East Sussex, United Kingdom CleverHR Full time
About the Role

CleverHR is seeking a skilled Financial Adviser to join our team in Lewes, Polegate, and Eastbourne. As a Financial Adviser, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals.

Key Responsibilities
  • Deliver exceptional customer service by providing personalized financial advice and solutions.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop and implement effective sales strategies to acquire new clients and grow existing business.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with FCA standards.
  • Collaborate with the Area Manager to achieve sales targets and business objectives.
Requirements
  • Proven sales and customer service experience in a financial services environment.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Strong knowledge of financial products and services, including savings plans, insurance, and protection policies.
  • Ability to work independently and as part of a team, with a focus on delivering results.
  • Full driving license and a clean driving record.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement.
  • A comprehensive training program, including award-winning training and development opportunities.
  • A fully expensed company car and excellent company benefits.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.


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