Financial Advisor (Non Diploma)
Description : 14 Mar, 2023
Financial Advisor (Non Diploma)
Salary: GBP24,000 Basic (GBP30–50K OTE Year1) + Car Allowance – Homebased/Remote
Locations: Liverpool, St Helens, Warrington Area
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 GBP24,000 (OTE GBP37,000 year 1; GBP43,000 year 2), car allowance plus other excellent benefits.
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