Financial Services Representative

3 weeks ago


Lewes, East Sussex, United Kingdom CleverHR Full time
Financial Adviser Opportunity

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
  • Provide high-quality financial advice to clients, including savings plans, insurance, and protection policies.
  • Develop and maintain strong relationships with clients, identifying their financial needs and providing tailored solutions.
  • Meet and exceed sales targets, while delivering exceptional customer service.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with the FCA Code of Conduct.
  • Collaborate with the Area Manager and colleagues to achieve business objectives.
Requirements
  • Proven sales experience, preferably in a financial services environment.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Strong analytical and problem-solving skills, with the ability to provide clear and concise financial advice.
  • Full driving license and a good standard of education.
What We Offer
  • Award-winning training and development opportunities.
  • A fully expensed company car and competitive bonus structure.
  • Excellent company benefits, including 20 days' holiday rising to 25 over the first 5 years.


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