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Financial advisor

Norwich
Foresters Financial UK
Financial advisor
€36,600 a year
Posted: 12 June
Offer description

Role

We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Norwich region. This opportunity is home based, travel to client's 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 clients this is a targeted role, you will have a minimum of 4 customer appointments per day either face to face or via MS Teams, which you are responsible for organising and scheduling your own appointments.

We are looking for individuals who have strong customer focussed skills and the desire to achieve goals. 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 goals and drive to succeed.
* Ability to build and maintain strong customer relationships
* Professional approach
* comfortable working towards targets and goals
* Excellent communication and relationship building skills
* able to work independently and manage your time effectively.
* 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.

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


Start date and training

The start date for this role is 7th September. You must be available for the first 3 weeks for training.


Exam and referencing

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.

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