Financial Adviser

Foresters Financial; Deutschland; Remote; EUR 34.000 - 48.000; Vollzeit

Benefits dieser Stelle

Pension matching

Life cover

Healthcare plan

Wellbeing support

CF1 training

Zusammenfassung

Foresters Financial is seeking a Field Based Financial Advisor to cover the Scotland region. This home-based role combines proactive sales with building relationships to help families achieve financial goals.

You will use warm leads and existing clients, carry a minimum of 4 appointments per day via MS Teams, manage your own diary, and work toward targets while undertaking CF1 training and exams.

Qualifikationen

• Strong examples of sales experience.
• Understanding of the financial services and products provided.
• Motivated by targets and drive to succeed.
• Ability to build and maintain strong customer relationships.
• Self-starter and comfortable working alone.
• Familiar with MS Teams, Outlook, Excel, and Word.

Aufgaben

• Cover the Scotland region as a Field Based Financial Advisor, home based.
• Develop and maintain a customer database with warm leads and existing clients.
• Conduct at least 4 customer appointments per day via MS Teams.
• Manage your own diary and appointments; work toward targets and CF1 training.

Kenntnisse

Sales experience

Communication skills

Relationship building

Self-starter

Independence

Tools

MS Teams

Outlook

Excel

Word

Jobbeschreibung

Financial Adviser

United Kingdom - 28,842.00 Annual GBP Full Time

Financial Advisor

• Salary: 28,842
• Location: Scotland
• Employment Type: Full-Time
• Contract: Permanent

The Opportunity

We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Scotland region. This opportunity is home based.

Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database in your area, which you will build. Mainly dealing with warm leads or existing clients, this is a targeted role. You will have a minimum of 4 customer appointments per day via MS Teams, which you are responsible for booking.

You must have strong sales skills and the desire to achieve targets. You must also be comfortable with study and exams.

What we require

• Strong examples of sales experience.
• Understanding of the financial services and products we provide.
• Motivated by targets and drive to succeed.
• Ability to build and maintain strong customer relationships.
• Professional approach.
• Drive and determination to close sales.
• Excellent communication and relationship building skills.
• Self-starter and comfortable working alone.
• Working knowledge of MS Teams, Outlook, Excel, and Word.

What we offer you

• 28,842 basic salary (then on a tiered basis up to 41,200 basic)
• Uncapped earning potential (OTE for first year up to 45,000)
• 25 days holiday plus bank holidays (opportunity to purchase more days)
• 3 weeks initial training then following ongoing studying to achieve CF1.
• Pension scheme (we match up to 5% and pay in an additional 5%)
• Life cover
• A day per year to work with a charity of your choice.
• Healthcare Cash Plan
• Wellbeing support scheme

Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.

The start date for this role is 16th November. You must be available for the first 3 weeks for training.

You will also have an exam to complete after 5 months. Our referencing process will include 6 years references and financial and criminal record checks. Should you have owned your own company before, this must be declared.

About us

Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

What we do

We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.