Financial Advisor

www.topfinancialjobs.co.uk - Jobboard; Cambridgeshire and Peterborough; Remote; GBP 28,000 - 32,000; Full time

Job summary

Join a forward-thinking company as a Field Based Financial Advisor, where your sales expertise will help families achieve their financial goals. This role offers uncapped earning potential and a supportive culture that values collaboration and creativity. With a competitive salary structure and comprehensive training, you'll have the tools and support needed to succeed. Enjoy the flexibility of managing your own appointments while working from home and making a real difference in your community. If you're driven, motivated by targets, and ready to take your career to the next level, this opportunity is for you!

Benefits

Company Car

Pension Scheme

Life Cover

25 Days Holiday Plus Bank Holidays

Initial Training

Ongoing Study Support

Qualifications

• Strong examples of sales experience and understanding of financial products.
• Motivated by targets and ability to build strong customer relationships.

Responsibilities

• Help families reach financial goals through exceptional sales experience.
• Manage a customer database and book appointments with clients.

Skills

Sales Experience

Customer Relationship Management

Communication Skills

Motivation by Targets

Self-starter

Education

Financial Services Knowledge

Ability to Study for Exams

Tools

MS Teams

Outlook

Excel

Word

Job description

Financial Advisor

Bedford

28,000 OTE uncapped (Up to 45,000 in the first year)

We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Bedford and Milton Keynes regions. This opportunity is home based, travel to clients homes will be expected.

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 client this is a targeted role, you will have a minimum of 3 customer appointments per day either face to face or 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 and Excel and Word.

What we offer you

• 28,000 basic salary (after 6 months this increases to 32,000 then on a tiered basis up to 40,000 basic)

• Uncapped earning potential (OTE for first year up to 45,000)

• 25 days holiday plus bank holidays

• 3 weeks initial training then following 6 months ongoing studying to achieve RO1.

• Company car (work milage covered)

• Pension scheme (you put in 5% the company 10%)

• Life cover

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 07th July 2025. You must be available for the first 3 weeks for training.

You will also have an exam to complete after 6 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.