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- Tasks: Help clients with financial advice and grow your own client base.
- Company: Join a leading financial services company with a strong reputation.
- Benefits: Enjoy a competitive salary, bonus structure, and a fully expensed company car.
- Why this job: Gain award-winning training and the chance to earn up to £100k while making a difference.
- Qualifications: A good standard of education and a full driving licence are required; sales experience is a plus.
- Other info: Top performers enjoy overseas conventions and exciting rewards.
We have a vacancy for a Financial/Mortgage Adviser to cover the above-mentioned locations and the associated surrounding areas. 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 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 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.
EMPLOYED FINANCIAL/MORTGAGE ADVISER MAIDSTONE, KENT AREA employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EMPLOYED FINANCIAL/MORTGAGE ADVISER MAIDSTONE, KENT AREA
✨Tip Number 1
Network with local professionals in the Maidstone area. Attend financial seminars, workshops, or community events to meet potential clients and build relationships that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the FCA Code of Conduct. Understanding these regulations will not only help you in your role but also demonstrate your commitment to ethical practices during interviews.
✨Tip Number 3
Consider obtaining relevant financial qualifications or certifications. While not required, having these credentials can set you apart from other candidates and show your dedication to the field.
✨Tip Number 4
Prepare to discuss your sales strategies and customer service approach. Think about how you would handle client reviews and expand your customer base, as these are key aspects of the role.
We think you need these skills to ace EMPLOYED FINANCIAL/MORTGAGE ADVISER MAIDSTONE, KENT AREA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service. Emphasise any previous roles where you've advised clients or worked in financial services, even if it's not directly related to mortgages.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly your ability to build client relationships and achieve sales targets.
Showcase Your Customer Service Skills: Since the role involves providing ongoing quality customer service, include specific examples in your application that demonstrate your ability to manage client relationships and conduct regular reviews effectively.
Highlight Your Willingness to Learn: If you lack direct financial service experience, emphasise your eagerness to learn and adapt. Mention any relevant training or qualifications you are pursuing or plan to pursue, as well as your commitment to adhering to the FCA Code of Conduct.
How to prepare for a job interview at CV-Library
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on. Research common mortgage options, savings plans, and investment strategies so you can confidently discuss them during the interview.
✨Demonstrate Customer Service Skills
Since the role involves providing ongoing quality customer service, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your ability to listen to clients' needs and offer tailored solutions.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises where you might need to demonstrate how you would advise a client. Practise these scenarios beforehand to showcase your communication skills and ability to build rapport.
✨Show Enthusiasm for Sales
Even if previous sales experience isn't essential, showing a genuine enthusiasm for sales and achieving targets can set you apart. Discuss any relevant experiences where you've successfully met or exceeded goals, even in non-sales roles.
