Financial Services Professional

4 weeks ago


Bristol, Bristol, United Kingdom CleverHR Full time
Unlock Your Potential as a Financial Adviser

We are seeking a highly motivated and results-driven Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will play a crucial role in helping our customers achieve their financial goals and aspirations.

About the Role:

  • Provide expert financial advice to customers on savings, investment, and protection products.
  • Build and maintain strong relationships with customers to understand their financial needs and goals.
  • Work closely with our sales team to identify new business opportunities and grow our customer base.
  • Stay up-to-date with industry developments and regulatory changes to ensure our customers receive the best possible advice.

What We Offer:

  • A competitive salary and uncapped bonus scheme.
  • A company car and other employee benefits, including a company pension.
  • Ongoing support, guidance, training, and personal development to help you succeed in the role.
  • The autonomy to work from home and manage your daily activities and diary.

Requirements:

  • A full UK driving licence.
  • A clean financial background.
  • Strong sales and account management skills.
  • Excellent communication and interpersonal skills.

Why Join Us:

We are a well-established and respected Financial Services firm that offers a range of savings, investment, and protection products to families and individuals across the UK. Our team is passionate about helping our customers achieve their financial goals and aspirations, and we are committed to providing the best possible service and advice.



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