At a Glance
- Tasks: Help families achieve financial goals through personalised advice and relationship building.
- Company: Join Foresters Financial, a purpose-driven organisation with a collaborative culture.
- Benefits: Competitive salary, uncapped earnings, 25 days holiday, and wellbeing support.
- Other info: Flexible working hours and opportunities for professional development.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: Sales experience, strong communication skills, and a drive to succeed.
The predicted salary is between 28200 - 32218 £ per year.
We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Ipswich region. This opportunity is home based, travel to clients' homes will be expected.
Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database in your area, which you will build. Mainly dealing with warm leads or existing clients, this is a targeted role, and you will have a minimum of 4 customer appointments per day either face to face or via MS Teams, which you are responsible for organising and scheduling.
We are looking for individuals who have strong customer focused skills and the desire to achieve goals. You must also be comfortable with study and exams.
What we require:
- Strong examples of sales experience.
- Understanding of the financial services and products we provide.
- Motivated by goals and drive to succeed.
- Ability to build and maintain strong customer relationships.
- Professional approach.
- Comfortable working towards targets and goals.
- Excellent communication and relationship building skills.
- Able to work independently and manage your time effectively.
- Working knowledge of MS Teams, Outlook, Excel, and Word.
What we offer you:
- £28,842 basic salary (then on a tiered basis up to £41,200 basic).
- Uncapped earning potential (OTE for first year up to £45,000).
- 25 days holiday plus bank holidays (opportunity to purchase more days).
- 3 weeks initial training then ongoing studying to achieve CF1.
- Pension scheme (we match up to 5% and pay in an additional 5%).
- Life cover.
- A day per year to work with a charity of your choice.
- Healthcare Cash Plan.
- Wellbeing support scheme.
- Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
The start date for this role is 7th September. You must be available for the first 3 weeks for training. You will also have an exam to complete after 5 months. Our referencing process will include 6 years references and financial and criminal record checks. Should you have owned your own company before, this must be declared.
Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
Financial Advisor in Ipswich employer: Foresters Financial UK
At Foresters Financial, we pride ourselves on being an exceptional employer that fosters a culture of collaboration and creativity. As a Field Based Financial Advisor in the Ipswich region, you will enjoy the flexibility of home-based work while having access to extensive training and development opportunities, competitive salary packages, and a supportive environment that encourages personal growth and community impact.
