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- Tasks: Help families achieve financial goals through virtual appointments and strong sales skills.
- Company: Join Foresters Financial, a supportive and innovative financial services company.
- Benefits: Competitive salary with uncapped earning potential, pension scheme, and life cover.
- Why this job: Make a real difference in people's lives while building your own client base.
- Qualifications: Sales experience, strong communication skills, and a self-starter mindset.
- Other info: Flexible working hours and excellent training opportunities for career growth.
The predicted salary is between 28840 - 32960 £ per year.
We have an exciting opportunity for you to join Foresters Financial as a Financial Advisor. This is a fully home‑based role, and all client appointments are conducted exclusively via MS Teams. Travel will only be required occasionally for team meetings.
In this role, you will use your sales expertise to help families and individuals achieve their financial goals. You will manage and build your own customer database, working mainly with warm leads and existing clients. This is a targeted position where you will be responsible for booking and completing a minimum of five customer appointments per day via MS Teams.
Success in this role requires:
- Strong sales capability
- Resilience
- Motivation to hit targets
- Comfort with studying and sitting exams
What we require:
- An understanding of financial services (advantageous but not essential)
- Motivation to achieve targets and a strong drive to succeed
- Ability to build and maintain strong customer relationships via MS Teams
- Determination to close sales
- Excellent communication and rapport‑building skills
- A self‑starter mindset and the ability to work independently from home
- Working knowledge of MS Teams, Outlook, Excel, and Word
What we offer you:
- £28,840 basic salary per annum, increasing to £32,960 once achieving competent advisor status (minimum 6 months), then progressing on a tiered basis up to £41,200
- Uncapped earning potential (first‑year OTE up to £45,000)
- 3 weeks of initial training, followed by 6 months of study to achieve CF1
- Pension scheme (you contribute 5%, the company contributes 10%)
- Life cover
- All travel costs covered when attending meetings
- Working hours are 35 per week, Monday to Friday, with some flexibility required. You will manage your own diary and appointments.
Additional information:
- You must be available for the full first 3 weeks of training
- An exam will need to be completed after 6 months
- Our referencing process includes 6 years of employment references plus financial and criminal record checks
- If you have previously owned a business, this must be declared
Financial Adviser employer: Foresters Financial UK
Contact Detail:
Foresters Financial UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Get comfy with MS Teams! Since all your client appointments will be via this platform, practice using it to ensure you can navigate smoothly during meetings. A little tech-savviness goes a long way in making a great first impression.
✨Tip Number 2
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for opportunities. You never know who might have a lead or a connection that could help you land that Financial Adviser role.
✨Tip Number 3
Show off your sales skills! Prepare some examples of how you've successfully closed deals in the past. This will not only demonstrate your capability but also give you confidence when discussing your experience during interviews.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from motivated candidates. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Your Sales Skills: Make sure to highlight your sales expertise in your application. We want to see how you've successfully closed deals or built relationships in the past, so don’t hold back on those achievements!
Tailor Your Application: Take a moment to customise your CV and cover letter for this role. Mention your experience with MS Teams and any relevant financial services knowledge, even if it’s just a little bit. It shows us you’re serious about the position!
Be Yourself: We love authenticity! Let your personality shine through in your written application. Share your motivation and drive to succeed, as we’re looking for self-starters who can work independently from home.
Apply Through Our Website: Don’t forget to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Foresters Financial UK
✨Know Your Financial Stuff
Even if you don't have extensive experience in financial services, it's a good idea to brush up on basic concepts. Familiarise yourself with common financial terms and products. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Master MS Teams
Since all client appointments are conducted via MS Teams, make sure you're comfortable using the platform. Practice setting up meetings, sharing your screen, and using the chat function. A smooth virtual interaction can set you apart from other candidates.
✨Show Off Your Sales Skills
Prepare to discuss your previous sales experiences and how you've successfully closed deals. Think of specific examples where you met or exceeded targets. This will demonstrate your capability and motivation to succeed in a targeted role.
✨Build Rapport Remotely
Since you'll be working from home, think about how to build strong relationships with clients over video calls. Practice your communication skills and consider how to create a personal connection, even through a screen. This will be crucial for maintaining customer relationships.