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This employed, fully home based Financial Adviser job is available to individuals experienced in sales, with interest and desire to become a Financial Adviser. Due to it being non-advised, there is no requirement to hold your Level 4 Diploma in Financial Planning.
This is an exciting opportunity to build a career as a Financial Adviser, helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Adviser, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.
In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Sales Advisor job with majority of the financial advice being delivered via telephone or teams.
You will receive full initial and ongoing support, guidance, training and development on all areas of the role, to help you succeed!
You will enjoy the autonomy of being home based and responsible for managing your daily tasks to run a busy diary.
During the induction course, our client will provide training and support for you to gain the CII R01 (Financial Services, Regulations and Ethics), an industry recognised qualification, with requirement for you to pass the multiple choice exam within 6 months of joining.
Financial Adviser Requirements
- Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
- Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
- The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check
- Desirable - experience in Financial Services (but not essential)
The Company
Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors!
Financial Adviser Benefits
- Salary of £28,000 rising to £32,000 following passing probation with Year 1 OTE of £45,000 and Year 2/3 OTE of £65,000
- Benefits include uncapped monthly commission, contributory pension of up to 10% and DIS (pension is based on total earnings)
- Home based role
- You must be comfortable undertaking some evening appointments (TOIL provided)
- 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
- Award winning point of sale system
Locations
Remote based
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