EMPLOYED FINANCIAL / MORTGAGE ADVISER KINGSTON UPON THAMES Area

www.topfinancialjobs.co.uk - Jobboard; Kingston upon Thames; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Adviser to join their team. This role involves servicing a large existing client bank while actively seeking new business opportunities. You will provide clients with expert advice on savings and protection products, ensuring a high level of customer service. With award-winning training and a fully expensed company car, you will have the tools needed to succeed. Top earners in this role can achieve impressive earnings, along with exciting rewards such as overseas conventions. If you're looking to make a significant impact in the financial services sector, this opportunity is for you.

Benefits

Award-winning training

Fully expensed company car

Open-ended bonus structure

Overseas conventions

Sales-related rewards

Qualifications

• Previous sales experience preferred but not essential.
• Good standard of education and full driving licence required.

Responsibilities

• Service existing customers through regular reviews.
• Expand customer base through referrals and direct sales techniques.
• Attend meetings with the Area Manager and colleagues.

Skills

Sales Experience

Customer Service

Communication Skills

Financial Advising

Education

Good Standard of Education

Job description

Role:

Reporting to the Area Manager, the Financial Adviser will be required to service an existing large client bank and prospect to achieve regular sales of new business to attain individual and company sales objectives whilst providing an ongoing quality customer service. This will include advising clients on a range of savings and protection products in their homes. A large existing client base will be provided which you would develop and build upon with referrals and new members.

In addition, the Financial Adviser will carry out the following:

1. Service existing customers through regular reviews.
2. Expand existing customer sales through these regular reviews.
3. Expand the customer base through referrals and other direct sales techniques if required.
4. Attend regular meetings with the Area Manager and colleagues.
5. Complete all documentation required by the Company.
6. Act in accordance with the FCA Code of Conduct for Company Representatives.
7. Work to a programme agreed with the Area Manager.

Previous sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings and investment plans.

In return, the Financial Adviser will be provided with award-winning training, a fully expensed quality company car, an open-ended bonus structure, and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales-related rewards.