Financial Adviser

Financial Adviser

Full-Time 28842 Β£ / year No working from home possible
Foresters Financial

At a Glance

  • 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.
  • Other info: Home-based role with comprehensive training and support for exams.
  • 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.
The Opportunity We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Yorkshire 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, 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 your own appointments. We are looking for individuals who have strong customer focussed 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 and 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 following 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. 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

Financial Adviser employer: Foresters Financial

At Foresters Financial, we pride ourselves on being an exceptional employer that fosters a culture of collaboration and creativity. As a home-based Financial Adviser, you will enjoy the flexibility of managing your own schedule while benefiting from a competitive salary structure, uncapped earning potential, and comprehensive training support. Our commitment to employee growth and well-being is reflected in our generous holiday allowance, pension scheme, and life cover, making us an attractive choice for those seeking meaningful and rewarding employment.

Foresters Financial

Contact Details:

Foresters Financial Recruitment 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

Sales Experience
Understanding of Financial Services
Target Motivation
Customer Relationship Management
Professionalism
Closing Sales Techniques
Excellent Communication Skills

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.