Financial Advisor

www.topfinancialjobs.co.uk - Jobboard; Peterborough; Hybrid; GBP 28,000 - 45,000; Full time

Job summary

Join a forward-thinking financial services provider as a Field Based Financial Advisor. This role offers the chance to build strong client relationships while helping families achieve their financial goals. With an uncapped earning potential and a structured training program, you'll be equipped to succeed in a supportive environment. Enjoy a competitive salary that increases over time, along with generous holiday allowances and a company car. If you're driven by targets and have a passion for sales, this is the perfect opportunity to make a meaningful impact in your community.

Benefits

Company car

Life Assurance

Pension scheme

25 days holiday plus bank holidays

Ongoing training

Qualifications

• Proven sales experience is essential for success.
• Financial services experience is desirable but not mandatory.

Responsibilities

• Manage a customer database and book a minimum of 3 appointments daily.
• Provide financial advice to help clients achieve their goals.

Skills

Sales experience

Communication skills

Relationship building

Motivation by targets

Education

Financial Services experience

Tools

MS Teams

Outlook

Excel

Word

Job description

Financial Advisor

Peterborough

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

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 Peterborough, Spalding, Stamford, Boston and Skegness areas.

This opportunity is home based, travel to clients homes will be expected.

Utilising your exceptional sales aptitude, 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. This is a targeted role, you will have a minimum of 3 customer appointments per day, which you are responsible for booking.

Although experience in Financial Services is beneficial but not necessary you do need proven sales experience. We will give you full on-going training. You must have the desire to succeed in sales and be comfortable with study and exams.

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 (First year OTE 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)

• Life Assurance

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

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

What we require:

• Demonstrable Sales experience

• Financial Services experience desirable but not necessary

• 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

• Demonstrate self starter and comfortable working alone.

• Working knowledge of MS Teams, Outlook and Excel and Word.

The start date for this role is 7th 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 checks.

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.