Financial Advisor

Financial Advisor

Plymouth Full-Time 16800 - 28000 £ / year (est.)
T

At a Glance

  • Tasks: Engage clients and build a strong customer database while working flexibly from home.
  • Company: Join a purpose-driven organization focused on helping families achieve financial goals.
  • Benefits: Enjoy a competitive salary, company car, life cover, and a generous pension scheme.
  • Why this job: Be part of a collaborative team that values creativity and makes a real impact in communities.
  • Qualifications: Sales experience is preferred; strong communication skills and a desire to help others are essential.
  • Other info: Receive ongoing training and development to enhance your skills and career growth.

The predicted salary is between 16800 - 28000 £ per year.

  • Experience: Sales background (preferably in some form of financial services) with a genuine desire to provide financial advice.

  • Skills: Strong customer relationship management, professional approach, and excellent communication skills.

  • Qualifications: Knowledge of computer systems; experience in financial services is advantageous but not essential.

Who They Are: Join a purpose-driven organization that values collaboration, creativity, and mutual respect. They help families achieve their financial goals and make a lasting difference in their lives and communities., * Financial Services

  • Relationship Management

  • Sales

  • Sales Background

  • Financial Goals

Are you an enthusiastic and confident individual? We’re looking for talented professionals to join our clients team of Financial Advisers!

What You’ll Do:

  • Client Engagement: Build and enhance our customer database.

  • Autonomy & Teamwork: Enjoy the flexibility of home-based work while being part of a successful team.

  • Comprehensive Support: Receive ongoing training and development in our processes, systems, and products.

What They Offer:

  • Competitive Salary: £28,000 base salary with uncapped earnings potential.

  • Perks & Benefits: Enjoy a company car, life cover, and a pension scheme with up to 10% company contribution.

Financial Advisor employer: The Integrated

Join a purpose-driven organization that not only values collaboration and creativity but also offers a supportive work culture where your contributions truly matter. As a Financial Advisor, you'll benefit from a competitive salary with uncapped earnings potential, comprehensive training, and a range of perks including a company car and generous pension contributions. This role provides the perfect blend of autonomy and teamwork, allowing you to make a meaningful impact on families' financial goals while enjoying the flexibility of home-based work.
T

Contact Detail:

The Integrated Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor

✨Tip Number 1

Showcase your sales experience by preparing specific examples of how you've successfully engaged with clients in the past. Highlight any financial services experience, even if it's minimal, to demonstrate your understanding of the industry.

✨Tip Number 2

Emphasize your customer relationship management skills during conversations. Be ready to discuss how you build and maintain relationships, as this is crucial for a Financial Advisor role.

✨Tip Number 3

Familiarize yourself with the company's values and mission. Being able to articulate how your personal values align with theirs can set you apart as a candidate who truly fits into their purpose-driven culture.

✨Tip Number 4

Prepare to discuss your approach to teamwork and autonomy. Since the role offers flexibility while being part of a team, share examples of how you've successfully balanced independent work with collaboration in previous roles.

We think you need these skills to ace Financial Advisor

Customer Relationship Management
Sales Skills
Financial Services Knowledge
Excellent Communication Skills
Professional Approach
Client Engagement
Teamwork
Autonomy
Problem-Solving Skills
Adaptability
Networking Skills
Time Management
Negotiation Skills
Financial Goal Setting

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize any sales experience you have, especially in financial services. Use specific examples to demonstrate your ability to provide financial advice and build customer relationships.

Showcase Communication Skills: Since excellent communication skills are crucial for this role, include instances where you've successfully engaged with clients or resolved issues. This will help illustrate your professional approach.

Demonstrate Teamwork and Autonomy: Mention experiences where you've worked both independently and as part of a team. This will show that you can thrive in a flexible work environment while contributing to team success.

Express Your Motivation: Convey your genuine desire to help families achieve their financial goals. A strong motivation letter can set you apart and align your values with those of the organization.

How to prepare for a job interview at The Integrated

✨Show Your Sales Experience

Be ready to discuss your sales background in detail. Highlight specific examples where you successfully engaged clients and met their needs, especially in financial services if applicable.

✨Demonstrate Customer Relationship Skills

Prepare to talk about how you've built and maintained strong customer relationships in the past. Use concrete examples to illustrate your professional approach and excellent communication skills.

✨Express Your Passion for Financial Advice

Convey your genuine desire to help families achieve their financial goals. Share any personal experiences or motivations that drive your interest in providing financial advice.

✨Emphasize Teamwork and Autonomy

Discuss your ability to work both independently and as part of a team. Highlight any previous experiences where you balanced autonomy with collaboration effectively.

T
  • Financial Advisor

    Plymouth
    Full-Time
    16800 - 28000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-08

  • T

    The Integrated

  • Other open positions at The Integrated

    T
    Business Support Manager

    The Integrated

    London Full-Time 36000 - 60000 £ / year (est.)
Similar positions in other companies
G
Financial Advisor

GCB Recruitment

Huntingdon Full-Time 40000 - 50000 £ / year (est.)
F
Financial Advisor

Focus Resourcing

Cardiff Full-Time 39000 - 100000 £ / year (est.)
Europas größte Jobbörse für Gen-Z
discover-jobs-cta
Discover now
>