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- Tasks: Help customers achieve financial goals and provide tailored advice.
- Company: Leading insurance company in the UK with a focus on customer success.
- Benefits: Full-time role with opportunities for growth and development.
- Why this job: Kickstart your career in finance and make a real difference in people's lives.
- Qualifications: NQF Level 4 qualification and a passion for sales required.
- Other info: Applications close on February 27, 2026. Join us and thrive!
The predicted salary is between 36000 - 60000 £ per year.
A leading insurance company in the United Kingdom is seeking Aspiring Financial Advisers to help customers achieve their financial goals. This role requires self-motivated individuals who can build strong customer relationships and provide tailored financial advice.
Candidates should have NQF Level 4 qualification and a passion for sales. The position offers full-time engagement with a closing date for applications on February 27, 2026.
Launch Your Financial Advisory Career | Entrepreneurial Role in Newcastle upon Tyne employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Launch Your Financial Advisory Career | Entrepreneurial Role in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory field, attend industry events, and connect on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You’ll need to sell yourself just as you would sell financial products. Prepare a short, engaging introduction about who you are and what you bring to the table. Confidence is key!
✨Tip Number 3
Research the company! Understand their values, mission, and the services they offer. This knowledge will help you tailor your conversations and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Launch Your Financial Advisory Career | Entrepreneurial Role in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion for Sales: When writing your application, let your enthusiasm for sales shine through! We want to see how you can connect with customers and help them achieve their financial goals. Share any relevant experiences that highlight your sales skills.
Tailor Your Application: Make sure to customise your application to reflect the specific requirements of the role. We’re looking for self-motivated individuals, so highlight your ability to work independently and build strong customer relationships in your cover letter.
Highlight Your Qualifications: Don’t forget to mention your NQF Level 4 qualification! This is a key requirement for us, so make it prominent in your CV. It shows you have the foundational knowledge needed for this entrepreneurial role.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Old Mutual Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around products and services relevant to the role. Being able to discuss financial concepts confidently will show that you're serious about helping customers achieve their goals.
✨Show Off Your Sales Skills
Prepare examples of how you've successfully sold products or services in the past. This could be through role plays or real-life scenarios. Demonstrating your passion for sales will resonate well with the interviewers.
✨Build Rapport
Since this role is all about building strong customer relationships, practice your interpersonal skills. During the interview, engage with your interviewers as if they were potential clients. Show them that you can connect and communicate effectively.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. This shows your genuine interest and helps you understand if the company aligns with your career goals. It’s a great way to demonstrate your enthusiasm for the position.
