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Home based Financial Adviser

Premier Jobs UK Limited
Job LocationBirmingham
EducationNot Mentioned
Salary£24,000 per annum, inc benefits, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

This employed, fully home based Financial Adviser job is available to individuals experienced in sales, with interest and desire to become a Financial AdviserThis is an exciting opportunity to build a career as a Financial Adviser, helping families save, invest and protect their finances.You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Adviser, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meettheir financial goals and protect their families.In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a telephone based role.You will receive full initial and ongoing support, guidance, training and development on all areas of the role, to help you succeed!You will enjoy the autonomy of being home based and responsible for managing your daily tasks to run a busy diary.Financial Adviser Requirements

  • Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
  • Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
  • The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check
  • Desirable - experience in Financial Services (but not essential)
The CompanyLong-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors!Financial Adviser Benefits
  • Salary of £24,000 with uncapped earning potential
  • Realistic OTE of £45,000
  • Benefits include uncapped monthly commission, contributory pension of up to 10% and DIS (pension is based on total earnings)
  • Home based role
  • You must be comfortable undertaking some evening appointments (TOIL provided)
  • 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
  • Award winning point of sale system
Locations Remote basedLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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