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 opportunities for professional development.
- 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 predicted salary is between 28842 - 41200 £ per year.
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.
What we require:
- 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 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 Sunderland employer: Foresters Financial
At Foresters Financial, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work culture that empowers our Financial Advisers to thrive. With a competitive salary structure, uncapped earning potential, and a strong focus on employee wellbeing, including generous holiday allowances and a healthcare cash plan, we ensure our team members are well-equipped to achieve their professional goals while making a meaningful impact in the Newcastle community. Join us and experience a fulfilling career where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Sunderland
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Foresters Financial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Sunderland
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Foresters Financial.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Foresters Financial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Foresters Financial
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Foresters Financial.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Foresters Financial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Foresters Financial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
