Financial Advisor

Foresters Financial; North East; Hybrid; GBP 29,000 - 41,000; Full time

Benefits offered by this job

Pension scheme

Life cover

Healthcare plan

Wellbeing program

Holiday entitlement

Job summary

Foresters Financial is hiring a Field-Based Financial Advisor to cover the Newcastle region. The role is home-based with a 35-hour workweek and a focus on converting warm leads into appointments.

You will build a customer base, manage relationships, and work towards sales targets while completing required CF1 training and exams.

Qualifications

• Proven sales experience in financial services or related field.
• Understanding of financial products Foresters Financial offers.
• Comfortable with exams and professional development.

Responsibilities

• Manage a customer database for your area and book at least 4 appointments per day.
• Conduct meetings with warm leads or existing clients, mainly via MS Teams.
• Build strong client relationships and achieve sales targets.

Skills

Sales experience

Financial services knowledge

Customer relationships

Education

CF1 training

Tools

MS Teams

Outlook

Excel

Word

Job description

Financial Advisor

£28,842

Newcastle or Yorkshire

Permanent

Full-Time

The Opportunity

We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Newcastle 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 client 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 and 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 on-site.

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