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: Home-based role with full training, guidance, and structured support.
- Other info: Flexible working environment with opportunities for personal growth.
- Why this job: Make a difference in clients' lives while growing your sales skills.
- Qualifications: Sales experience is essential; no financial services experience needed.
The predicted salary is between 30000 - 40000 £ 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.
FINANCIAL ADVISER employer: Clark James Recruitment
As a leading Financial Services business, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our home-based role offers the flexibility to work from anywhere within an hour of Cambridge/Peterborough, while our comprehensive training and structured support ensure that you can thrive in your career as a Financial Adviser. Join us to be part of a team that values your sales experience and provides ample opportunities for advancement in a rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land FINANCIAL ADVISER
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Financial Adviser role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! Since this role is all about sales, make sure you can confidently talk about your previous sales experience. Role-play with a friend or family member to get comfortable.
✨Tip Number 3
Research the company! Familiarise yourself with their financial products and services. This will not only impress during interviews but also help you understand how you can contribute to their sales objectives.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Financial Adviser position. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace FINANCIAL ADVISER
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 in a sales environment. Tailor your application to showcase those skills that make you a great fit for the Financial Adviser role.
Keep It Professional Yet Personal:While we love a bit of personality, remember to keep your application professional. Use a friendly tone but avoid slang or overly casual language. We’re looking for someone who can connect with clients, so let your communication style reflect that!
Be Clear About Your Availability:Since this is a home-based role, it’s important to mention your location and availability in your application. We need to know you’re within an hour of Cambridge/Peterborough, so don’t forget to include that info upfront!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Clark James Recruitment
✨Showcase Your Sales Experience
Make sure your CV highlights your previous sales experience clearly. During the interview, be ready to discuss specific examples of how you've met sales targets and provided excellent customer service. This will demonstrate that you understand the sales-driven environment they're looking for.
✨Understand Financial Products
Even though you don't need prior experience in financial services, it’s a good idea to familiarise yourself with basic financial products. Research common terms and concepts so you can engage in meaningful conversations during the interview. This shows your enthusiasm and willingness to learn.
✨Prepare for Role-Playing Scenarios
Since the role involves advising clients, be prepared for potential role-playing scenarios in the interview. Practice how you would handle a client call or video meeting, focusing on building rapport and addressing client needs. This will help you stand out as a candidate who is ready to jump into the role.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask the interviewer about the company culture, training processes, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
