Financial Adviser (Non Diploma Level 4)

Integrity Resource Solutions
Blackpool, UK
15 Jun 2019
01 Jul 2019
Contract Type
Full Time
Blackpool/Fylde Coast

£21,000 - £35,000 per annum, OTE

Permanent, full-time

My Client is a well-established Financial Services organisation, offering families Financial Advice across the United Kingdom, are seeking a full time Financial Adviser to join the business, to cover the Blackpool/Fylde Coast area.

The business has worked with families for generations, developing a close bond with these clients based on high levels of trust, integrity and professionalism.

This opportunity would suit a smart and presentable character with a proven track record in face to face sales, the ability to build rapport with customers and who has an appetite to develop a career within the financial industry.

The role of the Financial Adviser will involve: -
  • The individual does not need to have previous financial services experience, but should be from an experienced sales background (preferably field, not office based) and a proven track record
  • Advising clients on a range of financial products in their homes, including savings plans, investments, pensions and protection policies
  • Be "hunters" - good at generating their own leads or making their own appointments from client lists

- Servicing an existing client bank through regular reviews whilst expanding existing customer sales through these regular reviews

- Expanding the customer base through referrals and other direct sales techniques

- Ideal applicants will have B2C sales experience.
  • Be "farmers" - good at developing and building a relationship of trust with clients
  • Attending regular meetings with the Area Manager and colleagues
  • Previous sales experience would be advantageous, but not essential, as full initial training will be given
  • You must be able to demonstrate your high levels of customer service.

The ideal candidate for the Financial Adviser position must have:-
  • A good standard of education
  • A full driving licence is essential, as the role is field based travelling to clients' homes
  • A proven sales record in face to face sales.

The successful applicant for the Financial Adviser role will enjoy a great package with the following benefit:-
  • £21,000 basic salary
  • Fully expensed Company Car
  • 4 x DIS
  • 20 days' holiday rising to 25 over first 5 years plus bank holidays
  • Annual sales incentives
  • Initial residential training course.

Still interested!

Forward me a copy of CV, we can then have a structured conversation to ascertain how we can move to the next step.

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