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Financial Advisor (Non-Diploma)
Salary: £28,000 Basic, Rising to £32k after probation (£40-70K+ OTE Year1)
Location: Fully Remote
The Company
A leading organisation within the Financial Services Sector is currently recruiting for Financial Advisors to join their existing team. Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database, which you will build, mainly dealing with warm leads or existing clients. This is a targeted role, you will schedule and conduct client meetings via MS Teams. You must have strong sales skills and the desire to achieve targets.
Key Responsibilities & Duties
* Achievement of agreed sales and operating objectives
* Carry out regular reviews with your customers
* Expand existing customer base through referrals and other agreed direct sales strategies
* Contribute at regular team meetings with the Area Manager and Financial Advisers
* Able to build and maintain strong customer relationships
* Sales background, previous experience in financial services is required.
Remuneration & Benefits
* £28,000 basic salary (after 6 months this increases to £32,000 then on a tiered basis up to £40,000 basic)
* Uncapped earning potential (OTE for first year up to £70,000)
* 25 days holiday plus bank holidays
* 3 weeks initial training then following 6 months ongoing studying to achieve CF1.
* Pension scheme
* Life cover
* Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments
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