Financial Advisor - Bournemouth, United Kingdom - Integrity Resource Solutions

Tom O´Connor

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Tom O´Connor

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Description

Financial Advisor (Non Diploma)

Salary:
£24,000 Basic (£30-50K OTE Year1), + Car/Car Allowance, Homebased/Remote


Locations:
Bournemouth


The Company
A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team.

The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.


Key Responsibilities & Duties

  • Achievement of agreed sales and operating objectives
  • Carry out regular reviews with your customers
  • Expand existing customer base through referrals and other agreed direct sales strategies
  • Contribute at regular team meetings with the Area Manager and Financial Advisers
  • Complete sales documentation using inhouse computer systems
  • Act in accordance with the company's Code of Conduct for Financial Advisers
  • Able to build and maintain strong customer relationships
  • Sales background, previous experience in financial services would be advantageous, but not essential


The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 (OTE £37 to £55k), car allowance plus other excellent benefits.


Job Types:
Full-time, Permanent


Salary:
£24,000.00-£50,000.00 per year


Benefits:


  • Company pension
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay

Application question(s):

  • Do you hold a clean Driving License?

Work Location:
On the road


Reference ID:
IRS/DG

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