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Location

Ilford, Somerset | United Kingdom

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Job description

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.

The Role 

• 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.

Knowledge, skills and experience

• Ability to build and maintain strong customer relationships
• A professional approach
• Drive and determination to succeed
• IT literate
• Proven sales background, previous experience in financial services would be advantageous, but not essential.
• Uncapped bonus scheme
• Company car
• Plus other employee benefits including company pension.

Please note, you will need a full UK driving licence for this position, and a clean financial background.

Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.

Our consultants will work with you to attract key personnel into your business.

Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.

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Job tags

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Salary