Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Sawley

Sort by: -
    • Understanding of the financial services and products we provide.
    • Utilising your exceptional sales experience, you will help families and individuals reach their…
    • Preparing suitable financial plans and recommendations.
    • Producing clear and compliant financial reports.
    • Reviewing and responding to clients’ changing financial…
    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • You'll develop and maintain financial models, assess the financial impact of investment and development activity, and clearly explain performance, risks and…
    • Free full financial planning service (with no ongoing fees!).
    • The successful applicant will assist the financial planners with all aspects of the client…
    • Researching products, funds, and financial solutions to support tailored advice.
    • Be proficient in Word, Excel, Outlook, and ideally financial planning tools and…
    • Preparing suitable financial plans and recommendations.
    • Producing clear and compliant financial reports.
    • Reviewing and responding to clients’ changing financial…
    • CF1 & CF6:* Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid…
    • Understanding of UK financial regulatory framework and legislation.
    • Experience in providing administration support in a financial planning firm.
    • " Provide high-quality support to advisers, colleagues, and clients.
    • " Minimum 1-2 years' administration experience within a financial planning/wealth…
    • Previous Paraplanning experience within a financial advisors practice is essential along with the Diploma in Financial Planning.
    • Pay: Up to £50,000.00 per year.
    • Your duties will support the team in ensuring efficient and professional, accurate financial planning and reports for the advisers.
  • View similar jobs with this employer
    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • Exposure to high-quality financial planning work.
    • Working closely with Financial Advisers and Paraplanners, you'll play a key role in supporting the delivery of…

Job Post Details

Financial Adviser - job post

IRIS Recruitment
United Kingdom•Remote
£28,842 a year - Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Pay

  • £28,842 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Benefits

Pulled from the full job description

  • Company pension

Full job description

The Opportunity
We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Newcastle region. This opportunity is home based, travel to clients homes will be expected.
Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database in your area, which you will build. Mainly dealing with warm leads or existing clients this is a targeted role, you will have a minimum of 4 customer appointments per day either face to face or via MS Teams, which you are responsible for organising and scheduling your own appointments.
We are looking for individuals who have strong customer focussed skills and the desire to achieve goals. You must also be comfortable with study and exams.
What we require
Strong examples of sales experience.
Understanding of the financial services and products we provide.
Motivated by goals and drive to succeed.
Ability to build and maintain strong customer relationships
Professional approach
comfortable working towards targets and goals
Excellent communication and relationship building skills
able to work independently and manage your time effectively.
Working knowledge of MS Teams, Outlook and Excel and Word.

What we offer you
£28,842 basic salary (then on a tiered basis up to £41,200 basic)
Uncapped earning potential (OTE for first year up to £45,000)
25 days holiday plus bank holidays (opportunity to purchase more days)
3 weeks initial training then following ongoing studying to achieve CF1.
Pension scheme (we match up to 5% and pay in an additional 5%)
Life cover
A day per year to work with a charity of your choice.
Healthcare Cash Plan
Wellbeing support scheme

Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
The start date for this role is 7th September You must be available for the first 3 weeks for training.
You will also have an exam to complete after 5 months. Our referencing process will include 6 years references and financial and criminal record checks. Should you have owned your own company before this must be declared.
INDAD

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.
Let Employers Find YouUpload Your Resume