Financial Advisor

Role overview

We are looking for a driven and experienced Financial Sales Advisor to become part of a large, energetic, and fast-moving team. This is a permanent, full-time position for someone with a strong track record in financial services and the ability to provide excellent client support.

The role involves handling a steady stream of inbound financial enquiries that come through effective marketing channels. It will suit someone who works well in a structured team setting, communicates clearly, stays organised, and is committed to achieving strong commercial results.

Responsibilities

• Offer professional financial guidance to both prospective and current clients by phone and email.
• Move applications forward efficiently while following all compliance requirements.
• Keep CRM records and internal systems up to date and accurate.
• Spot opportunities to discuss related products such as mortgages, life insurance, pensions, and savings, with training provided.
• Work closely with internal administration and support colleagues to deliver a smooth client journey.

Benefits

• Option to work remotely or from a modern Midlands office.
• Unlimited commission potential with strong earning opportunity.
• Guidance and backing from an experienced, engaged office-based team.
• No weekend shifts; standard Monday to Friday working pattern.
• Access to employee wellbeing initiatives and career growth support.

Additional information

This is a full-time, permanent opportunity. The role is office-based in structure, with remote working available.