Financial Consultant

Sector Finance
Region East Midlands
Location Various: Leicester, Worcester, Hereford, Dudley, Birmingham
Salary £35,000 Basic with Excellent OTE
Job type Full Time / Perm

Our client is one of the UK's leading mutual societies and due to continued expansion currently require several Financial Consultants to add to their growing team of field based advisors operating on a multi tied basis.

Responsibilities:- 

- Working from a bank of clients providing holistic financial advice and products to a range of clients including Doctors, Dentists, Teachers and Lawyers.
- Conduct thorough fact find meetings appropriate to customer type.
- Providing appropriate financial advice based on accurately assessed client goals, aspirations, issues and concerns.
- Clearly present recommendations both on individual and group level, demonstrating how products recommended meet needs and circumstances.

Experience:- 

- Candidates need to be Fully FPC (or equivalent qualified).
- Candidates need to have held CAS status in the past 12 months.
- You will have a proven record of sales success covering savings, pensions and investment advice.
- You will have an outstanding ability to develop and maintain long-lasting client relationships.
- Candidates need to be IT literate, with outstanding communication skills.

In return our client is offering a fantastic package including a basic of circa £37k plus an excellent benefits package including pension scheme, life assurance, 25 days holiday, Laptop plus home office equipped with business line, Broadband internet mobile phone and email. There is also an uncapped OTE of £100k.