Financial Consultant - Non-Regulated

XL recruitment
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Our client provides a first class financial planning service to both existing and prospective customers. They provide a range of straightforward financial solutions designed to meet today's needs for flexible terms, low charges and clear and simple conditions. Providing a home-based network of financial advisers with award-winning technology they offer excellent financial solutions in the protections, saving, investment and pension planning sectors.

An opportunity have arisen to join their team in the Staffordshire area to expand their client base and build long-term relationships. (CertPFS not required).

The successful candidate will have an excellent face to face sales background and a proven track record, preferably within the financial services arena. Ideally they will have reasonable knowledge of generic savings, investment, protection and pension products and will have achieved either CeMAP or FPC qualifications.


As a Financial Consultant, you will be required to develop, grow and maintain an existing portfolio of clients; with an emphasis on long-term relationship management. Your aim will be to promote and achieve and maintain the highest professional standards at all times.


  • Proven track record in face-to-face sales, ideally within the financial services arena and with private clients

  • Excellent communication skills and dedication to first rate customer service

  • "Home Service" background preferred


  • Basic Salary plus commission ( realistic OTE £40k +)

  • Company Car

  • Non Contributory Money Purchase Pension

  • 4 x Death in Service

  • 5yr Group Sickness Plan (deferred for 12 months)