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For Companies At a Glance
- Tasks: Help families achieve their financial goals through expert advice and support.
- Company: Join Foresters Financial, a growing team dedicated to empowering individuals financially.
- Benefits: Enjoy a home-based role with a competitive salary and potential for high earnings.
- 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 culture.
- Qualifications: Sales experience is essential; passion for helping others is a must.
The predicted salary is between 28000 - 45000 £ per year.
Job Description
Financial Adviser
Location: Homebased
Salary/OTE: £28,000 basic OTE £45,000
Full Time, Permanent
We have an opportunity for you to join our growing team at Foresters Financial as a Financial Advisor. This opportunity is home based.
Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database, which you will build. Mainly dealing with warm leads or existing client this is a targeted role, you will have a minimum of 5 customer appointments per day via MS Teams, which you are responsible for booking.
You will be promoting Foresters Financial products only, this is not an advisory role.
You must have strong sales skills and the desire to achieve targets. You must also be comfortable with study and exams.
What we require
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Strong examples of sales experience.
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Understanding of the financial services and products we provide.
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Motivated by targets and drive to succeed.
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Ability to build and maintain strong customer relationships
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Professional approach
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Drive and determination to close sales
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Excellent communication and relationship building skills
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Self starter and comfortable working alone.
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Working knowledge of MS Teams, Outlook and Excel and Word.
What we offer you
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£28,000 basic salary (after 6 months this increases to £32,000 then on a tiered basis up to £40,000 basic)
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Uncapped earning potential (OTE for first year up to £45,000)
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25 days holiday plus bank holidays
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3 weeks initial training then following 6 months ongoing studying to achieve CF1.
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Pension scheme
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Life cover
Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
Start dates for this position are 01st September 2025, 27th October and 3rd November. You must be available for the first 3 weeks for training.
You will have an exam to complete after 6 months; full support is given. 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
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 and services that Foresters Financial offers. Understanding their offerings will allow you to speak confidently about how you can help clients achieve their financial goals.
✨Tip Number 2
Network with current or former financial advisers to gain insights into the role and company culture. This can provide you with valuable information that can set you apart during the interview process.
✨Tip Number 3
Prepare to discuss your sales experience in detail, focusing on specific achievements and how they relate to helping clients. Be ready to share examples of how you've successfully guided clients in the past.
✨Tip Number 4
Show your enthusiasm for helping others reach their financial goals. During any conversations or interviews, convey your passion for financial advising and how it aligns with your personal values.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Financial Adviser. Highlight your sales experience and how it can help 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 helping others with their financial needs. Mention why you are interested in working with Foresters Financial and how your skills align with their mission.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, as these can create a negative impression. A polished application shows attention to detail.
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
Familiarise yourself with various financial products and services. Being able to discuss these confidently will demonstrate your expertise and help you connect with potential clients during the interview.
✨Prepare for Scenario Questions
Expect scenario-based questions where you'll need to demonstrate your problem-solving skills. Think about how you would handle different client situations and be ready to articulate your thought process.
✨Research Foresters Financial
Take the time to learn about Foresters Financial's values, mission, and the services they offer. This knowledge will not only impress your interviewers but also help you tailor your responses to align with the company's goals.