Financial Adviser

Financial Adviser

£28,840 basic salary per annum

Homebased

Full-Time

Permanent

We have an exciting opportunity for you to join Foresters Financial as a Financial Advisor. This is a fully home-based role, and all client appointments are conducted exclusively via MS Teams. Travel will only be required occasionally for team meetings.

In this role, you will use your sales expertise to help families and individuals achieve their financial goals. You will manage and build your own customer database, working mainly with warm leads and existing clients. This is a targeted position where you will be responsible for booking and completing a minimum of five customer appointments per day via MS Teams.

Success in this role requires strong sales capability, resilience, the motivation to hit targets, and comfort with studying and sitting exams.

What we require

• Strong, demonstrable sales experience
• An understanding of financial services (advantageous but not essential)
• Motivation to achieve targets and a strong drive to succeed
• Ability to build and maintain strong customer relationships via MS Teams
• Determination to close sales
• Excellent communication and rapport-building skills
• A self-starter mindset and the ability to work independently from home
• Working knowledge of MS Teams, Outlook, Excel, and Word

What we offer you

• £28,840 basic salary per annum, increasing to £32,960 once achieving competent advisor status (minimum 6 months), then progressing on a tiered basis up to £41,200
• Uncapped earning potential (first-year OTE up to £45,000)
• 25 days holiday plus bank holidays per annum
• 3 weeks of initial training, followed by 6 months of study to achieve CF1
• Pension scheme (you contribute 5%, the company contributes 10%)
• Life cover
• All travel costs covered when attending meetings

Working hours are 35 per week, Monday to Friday, with some flexibility required. You will manage your own diary and appointments.

Additional information

• You must be available for the full first 3 weeks of training
• An exam will need to be completed after 6 months
• Our referencing process includes 6 years of employment references plus financial and criminal record checks
• If you have previously owned a business, this must be declared

About us

Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

What we do

We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.

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