Financial Adviser

2 weeks ago

Liverpool, United Kingdom CleverHR Full time

Our Client, boasting over 100 years of rich heritage offering families Financial Advice across the United Kingdom, seek a Financial Adviser to join the business to cover Liverpool and St Helen's.

The business has worked with 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 a Financial Adviser**

Reporting to the Area Manager, you will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.

This will include advising clients on a range of financial products in their homes, including savings plans, insurance and protection policies.

An existing client base will be provided which you would develop and build upon with referrals and new members.

In addition, you will be required to carry out the following duties:

- Service existing customers through regular reviews
- Expand existing customer sales through these regular reviews
- Expand the customer base through referrals and other direct sales techniques if required
- Attend regular meetings with the Area Manager and colleagues
- Complete all documentation required by the Company
- Act in accordance with the FCA Code of Conduct for Company Representatives
- Work to a programme agreed with the Area Manager

**About you**
- Previous sales and financial services experience would be advantageous,
- You must be able to demonstrate your high levels of customer service.
- Applicants should possess a good standard of education and a full driving licence is essential, as the role is field-based travelling to clients’ homes.
- Demonstrate good communication skills
- Target driven
- CV should show good length of service with employers

**The Package**
- You will be provided with award-winning training, a fully expensed company car, an open-ended bonus structure and enjoy excellent company benefits.
- £24,000 basic salary
- Monthly bonuses; OTE £45,000
- Company Car
- 4 x DIS
- 20 days’ holiday rising to 25 over the first 5 years plus bank holidays
- Annual sales incentives

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00 per year

**Benefits**:

- Company car
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- field sales: 1 year (preferred)

Licence/Certification:

- Driving Licence (required)

Work Location: One location

Reference ID: CR-1844

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