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For Companies At a Glance
- Tasks: Help clients with financial products and grow your own client base.
- Company: Join a leading financial services company with a strong reputation.
- Benefits: Enjoy award-winning training, a company car, and an open-ended bonus structure.
- Why this job: Great earning potential with top earners making £80k to £100k and exciting rewards.
- Qualifications: A good education and full driving license are needed; sales experience is a plus.
- Other info: Full training provided, no prior financial service experience required.
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 whilst providing on going quality customer service. This will include advising clients on a range of financial products in their homes. An existing client base will be provided which you would develop and build upon with referrals and new members. In addition the Financial Adviser will carry out the following: * Service a large list of 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. Previous sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings and investment plans. In return the Financial Adviser will be provided with award winning training, fully expensed quality company car, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales related rewards
FINANCIAL/MORTGAGE ADVISER FOR LUTON AREA employer: Cardinal Recruitment
Contact Detail:
Cardinal Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL/MORTGAGE ADVISER FOR LUTON AREA
✨Tip Number 1
Familiarize yourself with the financial products offered by the company. Understanding these products will not only help you in client interactions but also demonstrate your commitment and knowledge during interviews.
✨Tip Number 2
Network within the Luton area to build relationships with potential clients. Attend local events or join community groups where you can meet people who may need financial advice, as referrals are a key part of this role.
✨Tip Number 3
Prepare to discuss your approach to customer service. Since providing ongoing quality customer service is crucial, think about examples from your past experiences that showcase your ability to build and maintain client relationships.
✨Tip Number 4
Research the FCA Code of Conduct for Company Representatives. Being knowledgeable about these regulations will show your professionalism and readiness to comply with industry standards, which is essential for this position.
We think you need these skills to ace FINANCIAL/MORTGAGE ADVISER FOR LUTON AREA
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities of a Financial Adviser. Highlight your ability to achieve sales objectives and provide quality customer service in your application.
Highlight Relevant Experience: Even if you don't have direct financial service experience, emphasize any previous sales experience or customer service roles. Mention how these experiences have prepared you for advising clients on financial products.
Showcase Your Skills: Demonstrate your communication skills and ability to build relationships with clients. Include examples of how you've successfully expanded a customer base or provided exceptional service in past roles.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements of the job. Use keywords from the job description, such as 'sales objectives', 'customer reviews', and 'FCA Code of Conduct', to make your application stand out.
How to prepare for a job interview at Cardinal Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on. Familiarize yourself with the benefits and features of each product, as well as any recent changes in regulations that may affect them.
✨Demonstrate Customer Service Skills
Since the role emphasizes ongoing quality customer service, be prepared to discuss your approach to building and maintaining client relationships. Share examples of how you've successfully managed customer expectations in the past.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing during the interview to simulate client interactions. Practice how you would handle common client questions or objections, showcasing your ability to communicate effectively and build rapport.
✨Highlight Your Sales Experience
Even if you don't have direct experience in financial services, emphasize any sales experience you have. Discuss your achievements and how you can apply those skills to expand the customer base and meet sales objectives.
