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- Tasks: Help families achieve financial goals through sales and client appointments.
- Company: Join Foresters Financial, a purpose-driven organisation focused on community impact.
- Benefits: Enjoy a competitive salary, flexible hours, and uncapped earning potential.
- Why this job: Be part of a collaborative culture that values creativity and makes a real difference.
- Qualifications: Strong sales experience and motivation to meet targets are essential.
- Other info: Home-based role with comprehensive training and support for exams.
The predicted salary is between 24000 - 33600 £ per year.
Financial Adviser
£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
Home-Based
Permanent
Full-Time
We have an several 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 four customer appointments per day via MS Teams.
Success in this role requires strong sales capability, resilience, the motivation to hit targets, and comfort with studying and sitting exams.
What we require
- Strong, demonstrable sales experience
- 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)
- 25 days’ holiday plus bank holidays per annum
- 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
- Start date: 26 May 2026
- 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
About us
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.
What we do
We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.
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Financial Adviser employer: Foresters Financial
Contact Detail:
Foresters Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Familiarise yourself with the financial products offered by Foresters Financial. Understanding these products inside out will not only help you in your role but also demonstrate your commitment and preparedness during interviews.
✨Tip Number 2
Brush up on your sales techniques and be ready to share specific examples of how you've successfully closed deals in the past. This will showcase your ability to meet targets and build strong customer relationships.
✨Tip Number 3
Practice using MS Teams, Outlook, and Excel if you're not already familiar with them. Being comfortable with these tools will help you manage your appointments and client interactions more effectively.
✨Tip Number 4
Prepare for the training and exams by setting a study schedule that allows you to balance your learning with your work commitments. Showing that you're proactive about your professional development can set you apart from other candidates.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Highlight Sales Experience: Make sure to provide strong examples of your sales experience in your CV and cover letter. Use specific metrics or achievements to demonstrate your success in previous roles, as this is crucial for a Financial Adviser position.
Understand the Company and Role: Research Foresters Financial and their products thoroughly. Understanding their services will help you tailor your application and show that you're genuinely interested in the role and the company.
Showcase Communication Skills: Since excellent communication and relationship-building skills are essential for this role, ensure your application reflects these abilities. Use clear and concise language, and consider including examples of how you've successfully built relationships with clients in the past.
Prepare for the Exam Requirement: Mention your willingness and ability to study and take exams, as this is a requirement for the role. If you have any relevant qualifications or experiences that demonstrate your commitment to professional development, be sure to include them.
How to prepare for a job interview at Foresters Financial
✨Showcase Your Sales Experience
Prepare specific examples of your past sales achievements. Highlight how you met or exceeded targets, as this role heavily relies on strong sales skills and a proven track record.
✨Understand Financial Products
Familiarise yourself with the financial services and products offered by Foresters Financial. Being knowledgeable will not only impress the interviewers but also demonstrate your commitment to the role.
✨Demonstrate Relationship-Building Skills
Be ready to discuss how you've built and maintained customer relationships in previous roles. This is crucial for a Financial Adviser, as you'll be working closely with clients to help them achieve their financial goals.
✨Prepare for Remote Work
Since this position is home-based, ensure you're comfortable discussing your experience with remote work tools like MS Teams, Outlook, and Excel. Show that you can manage your time effectively and work independently.