At a Glance
- Tasks: Support clients through video calls, guiding them on financial decisions.
- Company: Established UK financial services provider with a supportive culture.
- Benefits: Competitive salary, uncapped earnings, flexible working hours, and comprehensive training.
- Other info: Join a dynamic team with clear progression pathways and ongoing support.
- Why this job: Build a rewarding career from home while helping families achieve financial confidence.
- Qualifications: Proven sales experience and confidence in video appointments.
This Financial Consultant job offers a rare opportunity to build a long term advisory career while working fully from home, supporting clients through video based appointments only. If you are an ambitious salesperson who enjoys targets, structured progression and helping families make confident financial decisions, this Financial Consultant job could be the next step in your career.
About the role
As a Financial Consultant, you will meet customers exclusively via video call, guiding them through straightforward financial needs including protection, savings and investment solutions. You will not be required to self generate business, as you will be supported with warm leads, existing client reviews and customers at key stages of their financial journey. This Financial Consultant role suits someone who is comfortable building rapport online, confident managing their own diary from home, and motivated by clear targets and earnings progression. Full training is provided, alongside ongoing support and a defined competency framework that allows you to increase your salary over time and work towards recognised industry exams. Although fully home based, you will be part of a wider regional team and attend occasional in person meetings, giving you the balance of flexibility and team connection that many Financial Consultants value.
Financial Consultant Requirements
- Essential proven sales experience with consistent achievement of personal KPIs
- Essential confidence conducting customer appointments via video call
- Desirable experience within financial services or selling financial products
- Ability to manage a busy diary independently from a home based environment
- Desirable familiarity with MS Teams and MS Office
The Company
The company is a well established UK financial services provider focused on delivering accessible advice to everyday families. They offer a supportive culture, modern digital processes and a strong commitment to developing Financial Consultants through structured training and clear progression pathways.
Financial Consultant Benefits
- Salary £28,840 rising to £32,960 once competent, with further progression up to £41,200
- Uncapped earning potential with realistic first year OTE of around £45,000
- Fully home based Financial Consultant role with all appointments held remotely
- 35 hour working week Monday to Friday with flexibility to manage your own diary
- 25 days holiday plus bank holidays
- Pension scheme with 5 percent employee contribution and 10 percent employer contribution
- Life cover and travel expenses covered for team meetings
- Comprehensive training and full support towards industry exams
Location: Home based, with candidates ideally located in or around Cambridge to attend occasional in person regional meetings.
Home Based Financial Consultant in Newtown employer: Premier Jobs UK Limited
As a leading UK financial services provider, this company offers an exceptional opportunity for Financial Consultants to thrive in a fully home-based role while enjoying the benefits of structured training and clear career progression. With a supportive culture, flexible working hours, and a strong emphasis on employee development, you will be empowered to achieve your targets and make a meaningful impact on clients' financial decisions from the comfort of your own home.
StudySmarter Expert Advice🤫
We think this is how you could land Home Based Financial Consultant in Newtown
✨Tip Number 1
Get comfy with video calls! Since you'll be meeting clients online, practice your video call skills. Make sure your background is tidy, your lighting is good, and you’re dressed professionally. This will help you build rapport and make a great first impression.
✨Tip Number 2
Know your stuff! Brush up on financial products and services so you can confidently guide clients through their options. The more knowledgeable you are, the more trust you'll build with your clients, which is key in this role.
✨Tip Number 3
Manage your time like a pro! With a busy diary, it’s crucial to stay organised. Use digital tools to keep track of appointments and follow-ups. This will help you stay on top of your game and hit those targets!
✨Tip Number 4
Don’t forget to connect with your team! Even though you’re working from home, make an effort to engage with your colleagues during team meetings. Building those relationships can provide support and motivation as you grow in your career.
We think you need these skills to ace Home Based Financial Consultant in Newtown
Some tips for your application 🫡
Keep Your CV Fresh:Make sure your CV is up to date and tailored to the Financial Consultant role. Highlight your sales experience and any relevant skills that match the job description, especially your ability to conduct video appointments.
Showcase Your Sales Skills:Since this role is all about achieving targets, don’t shy away from showcasing your proven sales achievements. Use specific examples to demonstrate how you've met or exceeded KPIs in the past.
Familiarise Yourself with Video Calls:As you'll be meeting clients via video calls, it’s essential to show your confidence in this area. Mention any experience you have with video conferencing tools like MS Teams, and how you build rapport online.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand the basics of protection, savings, and investment solutions, as you'll need to demonstrate your expertise during video calls with clients.
✨Practice Video Calls
Since this role involves meeting clients exclusively via video, practice your video call skills. Set up mock interviews with friends or family to get comfortable with the technology and ensure you can build rapport effectively online.
✨Show Off Your Sales Skills
Be ready to discuss your previous sales experience and how you've consistently achieved your KPIs. Prepare specific examples that highlight your ability to meet targets and help clients make confident financial decisions.
✨Manage Your Time Wisely
As you'll be managing your own diary from home, demonstrate your organisational skills. Talk about how you prioritise tasks and manage your time effectively, ensuring you can handle a busy schedule while still providing excellent service to clients.
