At a Glance
- Tasks: Help families achieve their financial goals through expert advice and support.
- Company: Join Foresters Financial, a growing company dedicated to helping individuals secure their financial future.
- Benefits: Enjoy the flexibility of home-based work and competitive earnings potential.
- Other info: This is a full-time, permanent position with opportunities for growth.
- Why this job: Make a real impact on people's lives while developing your sales skills in a supportive environment.
- Qualifications: Sales experience is essential; passion for helping others is a must.
The predicted salary is between 33600 - 50400 £ per year.
Financial Adviser
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
£28,840 basic salary per annum
Homebased
Full-Time
Permanent
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, 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
- 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. xiskglj 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 in Slough employer: Foresters Financial
At Foresters Financial, we pride ourselves on being an excellent employer that values your growth and success. With a supportive home-based work culture, we offer competitive salaries and the opportunity to earn significantly through performance-based incentives. Join us to make a meaningful impact in the lives of families and individuals while enjoying a flexible work environment that fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Slough
✨Tip Number 1
Familiarise yourself with the financial products and services that Foresters Financial offers. Understanding their unique selling points will help you articulate how you can assist clients in achieving their financial goals.
✨Tip Number 2
Network with current financial advisers or professionals in the industry. Engaging in conversations about their experiences can provide valuable insights and tips on how to excel in the role.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by financial advisers. This will demonstrate your problem-solving skills and readiness to handle client needs effectively.
✨Tip Number 4
Showcase your sales experience by preparing specific examples of how you've successfully met targets or helped clients in the past. This will highlight your ability to drive results in a similar role.
We think you need these skills to ace Financial Adviser in Slough
Some tips for your application 🫡
Understand the Role:Familiarise yourself with the responsibilities of a Financial Adviser. Highlight your sales experience and how it aligns with helping families and individuals achieve their financial goals.
Tailor Your CV:Make sure your CV reflects relevant experience in sales and financial advising. Use specific examples that demonstrate your ability to manage a customer database and meet financial targets.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for finance and your commitment to helping clients. Mention why you want to work for Foresters Financial and how you can contribute to their team.
Proofread Your Application:Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Foresters Financial
✨Showcase Your Sales Experience
As a Financial Adviser, your sales experience is crucial. Be prepared to discuss specific examples of how you've successfully closed deals or helped clients achieve their financial goals in the past.
✨Understand Financial Products
Make sure you have a solid understanding of various financial products and services. This knowledge will not only help you answer questions confidently but also demonstrate your expertise to the interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions where you'll need to demonstrate how you would handle specific client situations. Practise articulating your thought process and decision-making skills in these scenarios.
✨Research Foresters Financial
Familiarise yourself with Foresters Financial's values, mission, and the services they offer. Showing that you've done your homework will impress the interviewers and show your genuine interest in the role.
