Financial Advisor

1 month ago


Luton, United Kingdom CV-Library Full time

Financial Advisor (Non Diploma)

Salary: £28- 32,000 Basic (£50-70K OTE Year1), Homebased/Remote

Locations: Luton

The Company

A Global Financial Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.

Key Responsibilities & Duties

· Achievement of agreed sales and operating objectives

· Carry out regular reviews with your customers

· Expand existing customer base through referrals and other agreed direct sales strategies

· Contribute at regular team meetings with the Area Manager and Financial Advisers

· Complete sales documentation using in-house computer systems

· Act in accordance with the company’s Code of Conduct for Financial Advisers

· Able to build and maintain strong customer relationships

· Sales background and previous experience withinin financial services is required.

The successful applicant will enjoy a great package with initial residential training course, basic salary of £28,000, rising to £32k after probabtion (OTE £50k to £70k+ Year 1), car or car allowance plus other excellent benefits


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