Financial Services Professional

2 weeks ago


Bradley Stoke, United Kingdom Cardinal Recruitment Full time
Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team in Bristol/Bradley Stoke area. As a Financial Advisor, you will be responsible for providing expert advice to clients on a range of financial savings and protection products.

Key Responsibilities:
  • Deliver regular sales of new business to achieve individual and company sales objectives
  • Provide ongoing quality customer service to existing clients
  • Expand existing customer sales through regular reviews and referrals
  • Attend regular meetings with the Area Manager and colleagues
  • Complete all documentation required by the Company
  • Act in accordance with the FCA Code of Conduct for Company Representatives
Requirements:
  • Previous financial sales experience preferred but not essential
  • Good standard of education and full clean driving licence required
  • Financial service experience and exams a huge benefit but not a requirement
What We Offer:
  • Award-winning training
  • Fully expensed quality company car
  • Open-ended bonus structure
  • Excellent company benefits
  • Top earners in the company earning £80k to £100k

This is a fantastic opportunity to join a well-established company and develop your career as a Financial Advisor. If you are a motivated and results-driven individual with a passion for financial services, we would love to hear from you.



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