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: Sales experience and confidence in conducting video appointments.
The predicted salary is between 28840 - 32960 € per year.
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 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 Cambridge employer: Premier Jobs UK
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 a supportive culture and structured career progression. With comprehensive training, uncapped earning potential, and the flexibility to manage your own diary, employees can build meaningful relationships with clients and achieve their professional goals in a dynamic environment that values teamwork and personal development.
StudySmarter Expert Advice🤫
We think this is how you could land Home Based Financial Consultant in Cambridge
✨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 to impress. 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 set reminders. This will help you stay on top of your game and meet those targets!
✨Tip Number 4
Don’t forget to connect with your team! Even though you’re working from home, make an effort to attend those occasional in-person meetings. Building relationships with your colleagues can provide support and motivation as you grow in your career.
We think you need these skills to ace Home Based Financial Consultant in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Consultant role. Highlight your sales achievements and any relevant financial services experience to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for helping families make confident financial decisions and explain why you're excited about working with us at StudySmarter.
Showcase Your Video Call Skills:Since you'll be meeting clients via video, mention any experience you have with video calls. If you're comfortable on camera and can build rapport online, let us know!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services. Be ready to discuss how you can help clients with protection, savings, and investment solutions. This shows you're not just a salesperson but someone who genuinely understands their needs.
✨Master the Video Call
Since you'll be meeting clients via video, practice your video call skills. Ensure your background is tidy, your lighting is good, and your tech works smoothly. A confident and professional appearance will help build rapport with clients.
✨Show Off Your Sales Achievements
Prepare to talk about your past sales experiences and how you've consistently hit your KPIs. Use specific examples to illustrate your success and how it relates to helping families make confident financial decisions.
✨Be Ready to Manage Your Time
Demonstrate your ability to manage a busy diary from home. Share strategies you use to stay organised and ensure you meet targets while balancing client appointments. This will show that you're self-motivated and capable of thriving in a home-based role.
