At a Glance
- Tasks: Build and maintain a customer database while helping clients achieve financial goals.
- Company: Foresters Financial focuses on helping everyday families with their financial needs.
- Benefits: Enjoy a basic salary of £28,842 with uncapped earning potential and 25 days holiday.
- Other info: This is a home-based role with travel to clients' homes expected.
- Why this job: Join a growing team in Yorkshire with opportunities for professional development.
- Qualifications: Strong sales experience and knowledge of financial services are required.
The predicted salary is between 28842 - 28842 £ per year.
We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Yorkshire 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. Understanding of the financial services and products we provide. 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
The start date for this role is 7th September. You must be available for the first 3 weeks for training. Our referencing process will include 6 years references and financial and criminal record checks.
Foresters Financial is not your typical financial services provider. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
Financial Advisor (Investments / Pensions) in Yorkshire employer: Foresters Financial
Foresters Financial offers a competitive salary starting at £28,842 and a pension scheme matching up to 5%. Located in Yorkshire, the company is dedicated to making a positive impact on families' financial lives. The team values enthusiastic individuals who are committed to helping their communities.
