Financial Services Professional

19 hours ago


Bournemouth, Bournemouth, United Kingdom Clark James Head Office Full time
Job Title: Financial Adviser

Clark James Recruitment is working with a leading Financial Services business to recruit a Financial Adviser to complement the existing team in the Bournemouth area.

About the Role:

This is an exciting opportunity for a sales-focused individual to join our client's team and assist customers in achieving their financial goals. As a Financial Adviser, you will be responsible for:

  • Providing exceptional customer service and building strong relationships with clients
  • Advising clients on a range of financial products and services
  • Expanding existing customer sales through regular reviews and referrals
  • Attending regular meetings with the Area Manager and colleagues
  • Completing all necessary documentation and adhering to the FCA Code of Conduct
About You:

We are looking for a confident and ambitious individual with a strong sales track record and excellent communication skills. Previous experience in sales is essential, and full training and ongoing support will be provided.

As a Financial Adviser, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional customer service and achieving sales objectives.



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