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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 working from home.
- Qualifications: Strong sales experience and motivation to succeed are essential.
- Other info: Flexible working hours and excellent career progression opportunities.
The predicted salary is between 28840 - 41200 £ per year.
£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.
Home-Based Permanent Full-Time. We have several exciting opportunities 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 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
- £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:- 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
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 in Stafford employer: Foresters Financial
Contact Detail:
Foresters Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Stafford
✨Tip Number 1
Get comfy with MS Teams! Since all your client appointments will be done through this platform, practice makes perfect. Set up mock meetings with friends or family to nail down your presentation skills and tech know-how.
✨Tip Number 2
Network like a pro! Reach out to your existing contacts and let them know you’re on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the financial services sector.
✨Tip Number 3
Show off your sales chops! Prepare some success stories from your past experiences that highlight your ability to close deals and build relationships. This will help you stand out during interviews and show you mean business.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining Foresters Financial and ready to take the next step in your career.
We think you need these skills to ace Financial Adviser in Stafford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your sales experience and any relevant skills that match what we're looking for. We want to see how you can help families achieve their financial goals!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping others with their finances and how your background makes you a great fit for our team. Keep it engaging and personal!
Showcase Your Communication Skills: Since this role involves building relationships via MS Teams, make sure to demonstrate your excellent communication skills in your application. We love seeing candidates who can connect with clients effectively, even online!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Foresters Financial
✨Know Your Numbers
Brush up on your sales figures and achievements before the interview. Be ready to discuss specific examples of how you've met or exceeded targets in the past. This will show your potential employer that you have the strong sales capability they're looking for.
✨Master MS Teams
Since all client appointments are conducted via MS Teams, make sure you're comfortable using the platform. Familiarise yourself with its features, like screen sharing and virtual backgrounds, so you can present yourself professionally during the interview.
✨Showcase Your Relationship-Building Skills
Prepare to discuss how you've built and maintained customer relationships in previous roles. Think of specific instances where your communication skills made a difference. This is crucial for a Financial Adviser role, as you'll need to connect with clients effectively.
✨Demonstrate Your Self-Starter Mindset
As this is a home-based role, it's important to convey your ability to work independently. Share examples of how you've managed your time and tasks without direct supervision. Highlighting your self-motivation will resonate well with the interviewers.