Home based Financial Adviser
Job Details
Reference ID | 1855 |
---|---|
Vacancy Location | Remote based |
Job sector | Financial Advisor |
Job type | Field |
Remuneration | 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+ |
Description
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
Call us now on 0208 0044 154 or click Apply
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