Financial Adviser

2 days ago


Bristol, United Kingdom CV-Library Full time

The Company

A Global Organisation within the Financial Services Sector 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, previous experience in financial services would be advantageous, but not essential

The successful applicant will enjoy a great package with an initial residential training course, basic salary of £28,000-£32,000 (OTE £40k -£70k+) + car or car allowance, plus other excellent benefits


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