Financial Advisor (Non Diploma)

Role Overview & Responsibilities

Financial Advisor (Non Diploma)

Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote

Locations: Guildford

The Company

A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.

Key Responsibilities & Duties

· Achievement of agreed sales and operating objectives

· Carry out regular reviews with your customers

· Expand existing customer base through referrals and other agreed direct sales strategies

· Contribute at regular team meetings with the Area Manager and Financial Advisers

· Complete sales documentation using in-house computer systems

· Act in accordance with the company’s Code of Conduct for Financial Advisers

· Able to build and maintain strong customer relationships

· Sales background, previous experience in financial services would be advantageous, but not essential

The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 (OTE £37 to £55k), car allowance plus other excellent benefits.

Job Types: Full-time, Permanent

Salary: £24,000.00-£50,000.00 per year

Benefits:

• Company pension
• Private medical insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Work Location: On the road

Reference ID: IRS/DG