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- Tasks: Become a Financial Adviser, helping clients with financial products via video calls or phone.
- Company: Join a leading Financial Services business offering full training and support.
- Benefits: Enjoy a home-based role with a competitive salary and uncapped commission potential.
- Why this job: Great opportunity for ambitious individuals to grow in a supportive environment while making an impact.
- Qualifications: Sales experience is essential; no prior financial services experience needed.
- Other info: Work closely with an Area Manager and attend regular team meetings.
The predicted salary is between 28000 - 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 compliment the existing team. Please note, this position is a HOME BASED ROLE.
No previous experience within Financial Services is required, out 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 c 28,960 + commission.
- Realistic OTE for first year 50,000 however this uncapped and could be significantly more.
- Salary will increase as you progress within role.
PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AS CANDIDATES WITH NO PREVIOUS SALES EXPERIENCE CAN NOT BE CONSIDERED
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FINANCIAL ADVISER - NO PREVIOUS EXPERIENCE REQUIRED employer: Clark James Recruitment
Contact Detail:
Clark James Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADVISER - NO PREVIOUS EXPERIENCE REQUIRED
✨Tip Number 1
Highlight your sales achievements during any interviews or networking opportunities. Be ready to discuss specific examples of how you've met or exceeded sales targets in previous roles, as this will demonstrate your capability and confidence.
✨Tip Number 2
Familiarise yourself with the financial products that the company offers. This knowledge will not only help you in conversations with potential clients but also show your genuine interest in the role and the industry.
✨Tip Number 3
Practice your communication skills, especially over video calls and phone conversations. Since the role involves advising clients remotely, being articulate and engaging will set you apart from other candidates.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant webinars or local meetups to build connections and gain insights into the industry, which can be beneficial during your application process.
We think you need these skills to ace FINANCIAL ADVISER - NO PREVIOUS EXPERIENCE REQUIRED
Some tips for your application 🫡
Highlight Sales Experience: Make sure your CV clearly showcases your previous sales experience. Use specific examples and metrics to demonstrate your success in sales roles, as this is a key requirement for the position.
Tailor Your CV: Customise your CV to align with the job description. Emphasise skills that are relevant to financial advising, such as communication, customer service, and the ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Financial Adviser role and how your sales background makes you a suitable candidate. Be sure to express your enthusiasm for the training and support offered.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Clark James Recruitment
✨Showcase Your Sales Experience
Make sure to highlight your previous sales experience during the interview. Prepare specific examples of how you've successfully closed deals or met sales targets, as this is crucial for the role.
✨Demonstrate Communication Skills
Since the role involves advising clients via video calls or telephone, practice articulating your thoughts clearly and confidently. Consider doing mock interviews to refine your communication style.
✨Research Financial Products
Even though no prior experience in financial services is required, having a basic understanding of common financial products can set you apart. Familiarise yourself with terms and concepts that may come up during the interview.
✨Prepare Questions for the Interviewer
Show your interest in the role by preparing thoughtful questions for the interviewer. Ask about the training process, team dynamics, and what success looks like in the first few months.