At a Glance
- Tasks: Help families achieve financial goals through personalised advice and relationship building.
- Company: Join Foresters Financial, a purpose-driven organisation with a collaborative culture.
- Benefits: Competitive salary, uncapped earnings, 25 days holiday, and wellbeing support.
- Other info: Flexible working hours and excellent training opportunities for career growth.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: Sales experience, strong communication skills, and a drive to succeed.
The Opportunity: We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Newcastle 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 focused skills and the desire to achieve goals. You must also be comfortable with study and exams.
- 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, 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 in Newcastle upon Tyne employer: Foresters Financial
At Foresters Financial, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work culture. As a Field Based Financial Adviser in the vibrant Newcastle region, you will enjoy uncapped earning potential, comprehensive training, and a strong emphasis on personal and professional growth. Our commitment to employee wellbeing, including a generous holiday allowance and a day dedicated to charity work, makes us a rewarding place to build your career while making a meaningful impact in the lives of families and communities.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Newcastle upon Tyne
✨Tip Number 1
Get to know the company inside out! Research Foresters Financial, their values, and what makes them tick. This will help you tailor your conversations and show that you're genuinely interested in being part of their mission.
✨Tip Number 2
Practice your pitch! You’ll need to demonstrate your sales experience and how you can help clients achieve their financial goals. Role-play with a friend or use our resources to refine your approach and boost your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to showcase your tech skills! Since you'll be using MS Teams, Outlook, and other tools, be ready to discuss your experience with them. We all know that being tech-savvy is a big plus in today’s job market!
We think you need these skills to ace Financial Adviser in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Sales Skills:Make sure to highlight your sales experience in your application. We want to see strong examples of how you've helped clients achieve their goals, so don’t hold back on those success stories!
Know Your Stuff:Familiarise yourself with the financial services and products we offer. A solid understanding will not only impress us but also show that you're serious about helping families reach their financial goals.
Be Yourself:We love authenticity! When writing your application, let your personality shine through. Show us how you build relationships and communicate effectively – it’s all about connecting with clients.
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. We can’t wait to hear from you!
How to prepare for a job interview at Foresters Financial
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and products. Familiarise yourself with the offerings at Foresters Financial, as well as current market trends. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Sales Experience
Prepare specific examples from your past sales experiences that highlight your success in achieving targets and building customer relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see your impact.
✨Demonstrate Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your communication style and ensure you come across as professional and approachable.
✨Be Ready to Manage Your Time
As you'll be scheduling your own appointments, think about how you manage your time effectively. Be prepared to discuss your strategies for prioritising tasks and ensuring you meet your daily appointment goals, as this will demonstrate your ability to work independently.
