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- Tasks: Help families achieve financial goals through sales expertise and client relationship building.
- Company: Join Foresters Financial, a purpose-driven organisation with a collaborative culture.
- Benefits: Competitive salary, uncapped earnings, 25 days holiday, and pension scheme.
- Why this job: Make a real difference in people's lives while developing your finance career.
- Qualifications: Strong sales experience and motivation to succeed; financial knowledge is a plus.
- Other info: Flexible home-based role with excellent training and career progression opportunities.
The predicted salary is between 28840 - 32960 £ per year.
If you have demonstrable sales skills and are looking to develop a career in finance, we have an opportunity for you. 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 the Greater Manchester Area.
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 £48,000)
- 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.
Financial Adviser - Greater Manchester employer: Foresters Financial
Contact Detail:
Foresters Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Greater Manchester
✨Tip Number 1
Get comfy with MS Teams! Since all your client meetings will be online, practice using the platform. Set up mock calls with friends or family to nail down your tech skills and ensure you can focus on building those all-important relationships.
✨Tip Number 2
Show off your sales skills! Prepare a few success stories from your past experiences that highlight your ability to close deals. This will not only boost your confidence but also impress potential employers when they see how you can help families achieve their financial goals.
✨Tip Number 3
Network like a pro! Reach out to current Financial Advisers or join relevant online groups. Engaging with others in the field can provide valuable insights and even lead to job opportunities. Plus, it’s a great way to learn about the latest trends in financial services.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from motivated candidates. It shows initiative and gives us a chance to see your enthusiasm for joining our team at Foresters Financial.
We think you need these skills to ace Financial Adviser - Greater Manchester
Some tips for your application 🫡
Show Off Your Sales Skills: Make sure to highlight your sales experience in your application. We want to see how you've used your skills to achieve targets and build relationships, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for the Financial Adviser role. Mention your understanding of financial services, even if it’s just a little, and how you can help families achieve their financial goals.
Be Yourself: We love authenticity! Let your personality shine through in your application. Show us your determination and self-starter mindset, as these are key traits we value at StudySmarter.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with us.
How to prepare for a job interview at Foresters Financial
✨Know Your Sales Stuff
Since this role heavily relies on your sales skills, brush up on your sales techniques and be ready to share specific examples of how you've successfully closed deals in the past. Think about what strategies worked best for you and how you can apply them in a financial context.
✨Familiarise Yourself with Financial Services
While an understanding of financial services isn't essential, it’s definitely advantageous. Do some research on basic financial concepts and products. This will not only show your interest but also help you answer questions more confidently during the interview.
✨Practice MS Teams Communication
As all client appointments are via MS Teams, make sure you're comfortable using the platform. Set up a mock interview with a friend or family member to practice your communication skills and ensure you can navigate the software smoothly.
✨Show Your Motivation and Resilience
This role requires a strong drive to hit targets, so be prepared to discuss how you stay motivated and resilient in challenging situations. Share stories that highlight your determination and ability to bounce back from setbacks, as this will resonate well with the interviewers.