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FINANCIAL ADVISOR - NO PREVIOUS EXPERIENCE REQUIRED

Clark James Head Office
Posted 4 hours ago, valid for 5 days
Location

Bournemouth, Dorset BH11RX, England

Salary

£28,000 - £45,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Clark James Recruitment is seeking a Financial Adviser for a leading Financial Services business in the Bournemouth area.
  • The role requires no previous experience in Financial Services, as full training and support will be provided, but candidates must have a background in sales.
  • Key responsibilities include achieving sales objectives, advising clients on financial products, and expanding the customer base through reviews and referrals.
  • The package includes a basic salary of approximately £28,000, plus a car and commission, with a realistic OTE of £45,000 - £50,000 in the first year, which is uncapped.
  • Candidates must have a full UK Driving Licence and demonstrate a strong sales track record.

Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team, this role will be assisting customers in the Bournemoutharea.

No previous experience within Financial Services is required, out client will provide full training, guidance and structured support.

Role

  • Reporting to the Area Manager, the Financial Adviser 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 or, via video call.
  • 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.

Candidate

  • No previous experience is required, full training and ongoing support is provided.
  • A previous background within sales is essential.
  • Confident and ambitious.
  • Excellent communication and presentation skills.
  • A strong and proven sales track record is essential.
  • Ability to liaise at all levels.
  • Full UK Driving Licence is essential.

Qualifications

  • No professional qualifications are required for this position, Financial Services recognised qualifications are desirable.
  • Applicants must be able to demonstrate a proven track record within sales.

Package

  • Basic salary c28,000 + car + commission.
  • Realistic OTE for first year 45,000 - 50,000 however this uncapped and could be significantly more.

***PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AS CANDIDATES WITH NO PREVIOUS SALES EXPERIENCE CAN NOT BE CONSIDERED***

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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