Financial Adviser

4 days ago

Bristol, United Kingdom Truestar Talent Ltd Full time

Bristol/Bath.

£24,000 - £35,000 per annum, OTE

Permanent, full-time

Due to expansion my client a well-established Financial Services company offering families Financial Advice across the United Kingdom, are seeking a full time Financial Adviser to join the business who can cover Bristol/Bath area. The business has workedwith families for generations, developing a close bond with these clients based on high levels of trust, integrity and professionalism.

This opportunity would suit a smart and presentable character with a proven track record in face-to-face sales, the ability to build rapport with customers and who has an appetite to develop a career within the financial industry.

**The Role of the financial adviser includes**
- Advising clients on a range of financial products in their homes, including savings plans, investments, pensions and protection policies
- Servicing existing customers through regular reviews
- Expanding the existing customer sales through these regular reviews and expanding the customer base through referrals and other direct sales techniques if required
- Attending regular meetings with the Area Manager and colleagues
- Completing all documentation required by the Company
- Working to a programme agreed and supported by the Area Manager
- Previous sales experience would be advantageous, but not essential, as full training will be given
- You must be able to demonstrate your high levels of customer service.
- Act in accordance with the FCA Code of Conduct for Company Representatives.
- A Full UK Driving Licence is essential, as the role is field based travelling to clients’ homes
- A good standard of education

The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits
- Existing live client bank
- £24,000 basic salary
- Uncapped bonus potential
- Fully expensed Company Car
- 4 x DIS
- Annual sales incentives.
- Initial residential training course

Still interested

Forward me a copy of CV, we can then have a structured conversation to ascertain how we can move to the next step

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