Home Finance Advisor

18 hours ago


Bolton, Bolton, United Kingdom Fintelligent Search Full time
Home Finance Advisor Job Opportunity

We are seeking a skilled Home Finance Advisor to join our team at Fintelligent Search, a leading financial services provider based in Bolton.

In this role, you will be responsible for following up on warm leads for life insurance that have come from our internal department. You will also complete fact finds for new customers, manage pipelines and diaries, and work towards meeting and exceeding KPI and targets set by the company.

Key Requirements:
  • Proven experience in sales and targeted environments
  • CeMAP 1,2,3 qualification or equivalent
  • Outbound sales experience as a Sales Executive, Sales Advisor, New Business Consultant, or similar
  • Consistent track record of exceeding targets and KPIs
Compensation Package:
  • A highly competitive salary package, up to £25,000 with an OTE of £35,000
  • A range of benefits including BUPA Healthcare, Company Pension Scheme, and rising holiday entitlement
  • Ongoing training and development opportunities
  • Career progression within the company
  • Annual awards and regular social events
  • Flexible dress code and reward and recognition schemes


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