Clark James Recruitment
FINANCIAL ADVISER
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Job Title
FINANCIAL ADVISER
Location
Home based
About the Role
Do you have previous sales experience and are used to working within a sales targeted environment?
Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team. Please note, this position is a HOME BASED ROLE however, applicants must live within an hour from Cambridge/Peterborough.
No previous experience within Financial Services is required, our client will provide full training, guidance, and structured support.
Previous sales experience is essential, does your CV demonstrate this?
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.
- Advise clients on a range of financial products either via video call or telephone.
- 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.
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Candidate
- No previous experience in Financial Services 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.
- Need to be living in or around the Cambridge/Peterborough area (within an hour).
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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 c£28,960 + commission.
- Realistic OTE for first year £50,000 however this is uncapped and could be significantly more.
- Salary will increase as you progress within role.
PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AND YOU LIVE WITHIN 1 HOUR OF THE CAMBRIDGE/PETERBOROUGH AREAS AS CANDIDATES THAT DO NOT MEET THIS CRITERIA CANNOT BE CONSIDERED
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