Financial Adviser
We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, whilst helping support local communities.
This opportunity would suit an enthusiastic and confident individual who has a strong track record in sales, account management and relationship building. Communication skills is a prerequisite. You will work with private clients in the towns of Thornbury, Almondsbury, Henleaze, Westbury and Bradley Stoke.
You will be provided with an established customer database to service and grow, whilst receiving ongoing support, guidance, training, and personal development, to succeed in the role.
You will enjoy the autonomy of being home based and responsible for managing your daily activities and diary, becoming part of a successful team of Financial Advisers.
If you are from a sales background and have a genuine desire in providing financial advice to help families and individuals reach their financial goals, this is a great opportunity, and we would love to discuss the role in more detail.
On offer is a competitive salary, uncapped bonus scheme, company car and other employee benefits including company pension.
Knowledge, skills and experience
- Ability to build and maintain strong customer relationships
- A professional approach
- Drive and determination to succeed
- Strong communication skills
- IT literate
- Proven sales background, previous experience in financial services would be advantageous, but not essential.
- Please note, you will need a full UK driving licence for this position, and a clean financial background.
Required skills
- Business Development
- Client Meetings
- Customer Service
- Field Sales
- Financial Advice
- Financial Services
- Investments
- Pension Schemes
- Retirement Savings
Reference: 52533681
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