Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to complement the existing team. This position is covering several locations in the Lincolnshire area.
No previous experience within Financial Services is required; our client will provide full training, guidance, and structured support.
Previous sales experience is essential. Does your CV demonstrate this?
Role
Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives while providing ongoing quality customer service. This will include advising clients on a range of financial products either face to face or via video call. Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and other direct sales techniques if required. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme agreed with the Area Manager.
Candidate
No previous experience is required; full training and ongoing support is provided. A previous background within sales is essential. Confident and ambitious. Excellent communication and presentation skills. A strong and proven sales track record is essential. Ability to liaise at all levels. Full UK Driving Licence is essential.
Qualifications
No professional qualifications are required for this position; Financial Services recognized qualifications are desirable. Applicants must be able to demonstrate a proven track record within sales.
Package
Basic salary c£28,000 + commission. Realistic OTE for the first year £45,000 - £50,000; however, this is uncapped and could be significantly more.
***PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AS CANDIDATES WITH NO PREVIOUS SALES EXPERIENCE CANNOT BE CONSIDERED #J-18808-Ljbffr
No previous experience within Financial Services is required; our client will provide full training, guidance, and structured support.
Previous sales experience is essential. Does your CV demonstrate this?
Role
Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives while providing ongoing quality customer service. This will include advising clients on a range of financial products either face to face or via video call. Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and other direct sales techniques if required. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme agreed with the Area Manager.
Candidate
No previous experience is required; full training and ongoing support is provided. A previous background within sales is essential. Confident and ambitious. Excellent communication and presentation skills. A strong and proven sales track record is essential. Ability to liaise at all levels. Full UK Driving Licence is essential.
Qualifications
No professional qualifications are required for this position; Financial Services recognized qualifications are desirable. Applicants must be able to demonstrate a proven track record within sales.
Package
Basic salary c£28,000 + commission. Realistic OTE for the first year £45,000 - £50,000; however, this is uncapped and could be significantly more.
***PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AS CANDIDATES WITH NO PREVIOUS SALES EXPERIENCE CANNOT BE CONSIDERED #J-18808-Ljbffr
