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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, bonuses, 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 education and driving licence are needed; sales experience is a plus but not essential.
- Other info: Top performers enjoy overseas trips and exciting rewards.
Reporting to the Area Manager, the Financial Adviser will be required to service existing clients and achieve regular sales of new business to achieve individual and company sales objectives whilst providing ongoing quality customer service. This will include advising clients on an extensive range of Pension/Savings & Protection Insurance products in their homes. A large 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 by way of an induction and product training course and ongoing training with the Area Manager. 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, a fully expensed quality company car, an 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 ADVISOR IN PETERBOROUGH, CAMBRIDGESHIRE AREA employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL/MORTGAGE ADVISOR IN PETERBOROUGH, CAMBRIDGESHIRE AREA
✨Tip Number 1
Familiarise yourself with the financial products and services we offer. Understanding our range of Pension, Savings, and Protection Insurance products will not only boost your confidence but also help you engage effectively with potential clients during interviews.
✨Tip Number 2
Network within the local community in Peterborough. Attend local events or join groups where you can meet potential clients and gather insights about their needs. This will demonstrate your commitment to building a client base and your understanding of the local market.
✨Tip Number 3
Prepare to discuss your approach to customer service. Since the role involves servicing existing clients and conducting regular reviews, think about how you would maintain relationships and ensure client satisfaction. Share examples from past experiences if possible.
✨Tip Number 4
Show enthusiasm for ongoing training and development. We value candidates who are eager to learn and grow within the company. Be ready to discuss how you plan to take advantage of the training opportunities we provide to enhance your skills and knowledge.
We think you need these skills to ace FINANCIAL/MORTGAGE ADVISOR IN PETERBOROUGH, CAMBRIDGESHIRE AREA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, sales, and customer service. Emphasise any previous roles where you've advised clients or managed accounts, as this will resonate with the job requirements.
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 of servicing existing clients and expanding the customer base. Use specific examples to demonstrate your ability to achieve sales objectives.
Highlight Relevant Qualifications: If you have any qualifications related to finance or sales, be sure to mention them. Even if you don't have formal financial service experience, showcasing your educational background can strengthen your application.
Showcase Your Customer Service Skills: Since the role involves providing ongoing quality customer service, include examples of how you've successfully managed client relationships in the past. This could be through regular reviews or by addressing customer needs effectively.
How to prepare for a job interview at CV-Library
✨Know Your Products
Familiarise yourself with the range of Pension, Savings, and Protection Insurance products that the company offers. Being able to discuss these confidently will show your preparedness and understanding of the role.
✨Demonstrate Customer Service Skills
Since the role involves servicing existing clients, be ready to share examples of how you've provided excellent customer service in the past. Highlight your ability to build relationships and handle client queries effectively.
✨Prepare for Sales Scenarios
Think about how you would approach expanding the customer base through referrals and direct sales techniques. Be prepared to discuss your strategies and any relevant experiences that showcase your sales acumen.
✨Understand FCA Regulations
Brush up on the FCA Code of Conduct for Company Representatives. Showing that you understand the regulatory environment will demonstrate your professionalism and commitment to ethical practices in financial advising.
