FINANCIAL / MORTGAGE ADVISOR IN PETERBOROUGH, CAMBRIDGESHIRE AREA

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

Job summary

An established industry player is seeking a motivated Financial Adviser to join their team. In this dynamic role, you will service existing clients and drive new business sales while providing exceptional customer service. With a large client base provided, you will have the opportunity to develop relationships and expand your portfolio through referrals. You will receive comprehensive training and support, ensuring you have the tools to succeed. The company offers an attractive compensation package, including a fully expensed company car and an open-ended bonus structure, making this an exciting opportunity for those looking to excel in the financial services sector.

Benefits

Fully Expensed Company Car

Award-Winning Training

Open-Ended Bonus Structure

Overseas Conventions

Sales-Related Rewards

Qualifications

• Sales experience preferred but not essential; full training provided.
• Applicants should possess a good standard of education.

Responsibilities

• Service existing customers through regular reviews.
• Expand customer base through referrals and direct sales techniques.
• Complete all documentation required by the Company.

Skills

Sales Experience

Customer Service

Communication Skills

Education

Good Standard of Education

Job description

Role:

Reporting to the Area Manager, the Financial Adviser will be required to service existing clients and achieve regular sales of new business to achieve individual and company sales objectives whilst providing ongoing quality customer service. This will include advising clients on an extensive range of Pension/Savings & Protection Insurance 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 by way of an induction and product training course and ongoing training with the Area Manager. 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.

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.