At a Glance
- Tasks: Achieve sales targets while providing top-notch customer service and financial advice.
- Company: Join a leading Financial Services business with a supportive team.
- Benefits: Competitive salary, commission, and opportunities for career progression.
- Other info: Home-based role with full training and support provided.
- Why this job: Make a real impact in people's financial lives while growing your sales skills.
- Qualifications: Sales experience is essential; no financial services experience needed.
The predicted salary is between 28960 - 50000 £ per year.
Do you have previous sales experience and are used to working within a sales targeted environment? Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to complement the existing team. Please note, this position is a HOME BASED ROLE; applicants must live within an hour from Cambridge/Peterborough. 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 whilst providing ongoing quality customer service.
- This will include advising clients on a range of financial products either via video call or telephone.
- 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 in Financial Services 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.
- Need to be living in or around the Cambridge area.
Qualifications
- No professional qualifications are required for this position; Financial Services recognised qualifications are desirable.
- Applicants must be able to demonstrate a proven track record within sales.
Package
- Basic salary £28,960 + commission.
- Realistic OTE for first year £50,000; however, this is uncapped and could be significantly more.
- Salary will increase as you progress within the role.
FINANCIAL ADVISER in Cambridge employer: Clark James Recruitment
Join a dynamic and supportive team as a Financial Adviser with a leading Financial Services business, where your sales expertise will be valued and rewarded. Enjoy the flexibility of a home-based role while benefiting from comprehensive training and ongoing support to help you thrive in your career. With competitive salary packages and uncapped commission potential, this is an excellent opportunity for ambitious individuals looking to grow within a vibrant work culture in the Cambridge/Peterborough area.
StudySmarter Expert Advice🤫
We think this is how you could land FINANCIAL ADVISER in Cambridge
✨Tip Number 1
Make sure you know your sales stats inside out! When you're chatting with potential employers, be ready to share specific examples of your past successes. This shows you're not just all talk but have the numbers to back it up.
✨Tip Number 2
Practice your pitch! Whether it's over video call or phone, being able to communicate clearly and confidently is key. Grab a mate and do some mock calls to get comfortable with your delivery.
✨Tip Number 3
Network like a pro! Reach out to people in the industry, attend webinars, or join relevant groups online. You never know who might have a lead or can give you insider tips on landing that Financial Adviser role.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from motivated candidates. Plus, it gives you a better chance to stand out in the crowd!
We think you need these skills to ace FINANCIAL ADVISER in Cambridge
Some tips for your application 🫡
Show Off Your Sales Skills:Make sure your CV highlights your previous sales experience. We want to see how you've smashed targets and built relationships with clients. Use specific examples to demonstrate your success!
Tailor Your Application:Don’t just send the same CV everywhere! Customise it for this role by aligning your skills and experiences with what we’re looking for. This shows us you’re genuinely interested in joining our team.
Keep It Professional Yet Personal:While we love a friendly tone, remember to keep your application professional. Show us your personality but also your commitment to providing quality customer service and adhering to the FCA Code of Conduct.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clark James Recruitment
✨Show Off Your Sales Skills
Make sure your CV highlights your previous sales experience clearly. During the interview, be ready to discuss specific examples of how you've met or exceeded sales targets in the past. This will demonstrate your ability to thrive in a sales-targeted environment.
✨Know Your Financial Products
Even though you won't need prior financial services experience, it’s a good idea to familiarise yourself with common financial products. This shows initiative and helps you engage more effectively during the interview when discussing how you would advise clients.
✨Practice Your Communication Skills
As a Financial Adviser, excellent communication is key. Practice explaining complex concepts in simple terms. You might even want to do a mock interview with a friend to refine your presentation skills and ensure you come across as confident and articulate.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training processes, and what success looks like in this role. This not only shows your interest but also helps you assess if the company is the right fit for you.
