Financial Advisor

About the Role

We are on the lookout for an enthusiastic and seasoned Financial Sales Advisor to join a vibrant and fast-paced office-based team. This permanent, full-time position is ideal for a driven individual with substantial experience in financial services and a track record of delivering exemplary client service.

Key Responsibilities

• Deliver expert financial guidance to both new and existing clients through telephone and email communications.
• Handle and advance financial applications efficiently while ensuring compliance with relevant regulations.
• Maintain comprehensive and accurate client records using CRM and internal systems.
• Spot and pursue cross-selling opportunities in key financial products like mortgages, life insurance, pensions, and savings; training will be provided.
• Work closely with internal administrative and support teams to provide a smooth and cohesive client journey.

Benefits

• Option to work fully remotely, in a hybrid setup, or from the company's attractive Midlands-based office.
• Generous commission plan without limits, offering substantial income potential.
• Robust support structure provided by an experienced office team.
• No weekend shifts, with a consistent Monday to Friday work schedule.
• Access to employee wellness initiatives and opportunities for professional growth.