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Financial Adviser (Non-Regulated)

Posted 9 March by XL recruitment Featured Ended

Our client is a long established and well respected financial services provider with a comprehensive network of advisers covering the whole of the UK. Family focused, they believe in building long-standing relationships within the community and are actively involved in supporting local charities.

Role:

An opportunity has arisen for a field based adviser to join their successful team in the Wolverhampton & Worcester area. Responsible for the provision of financial planning advice on a stakeholder basis including, pensions, protection, savings and investments, the successful candidate will be the face of the organisation and charged with developing existing income streams and generating new business in the local area.

A skilled sales person with private client experience they will be expected to manage their own diary and appointments as well as setting and exceeding personal targets. Possessing a dynamic "can do" attitude, they will have a demonstrable track record of achievement with a minimum of three years face to face sales experience and an excellent working knowledge of the area.

Essential Criteria:

  • Face to Face Private Client Sales Experience
  • Excellent Organisational Skills
  • Ability to work on own initiative as well as part of a team
  • Full Clean Driving Licence
  • Financial Services Background an advantage but not essential
  • Business Development Experience

In return the successful candidate can expect a basic salary structure with excellent commission and bonus package, fully expensed company phone and laptop, company car and generous pension contributions.

If you are an experienced sales person who believes in putting the customer first but longs for the freedom to plan their own diary and activity this could be the role for you.

Required skills

  • Business Development
  • Field Sales
  • Financial Services
  • Home Visits
  • Sales

Reference: 34647953

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