Financial advisor jobs in Bristol

  • Konect Recruitment
    Financial Advisor
    Financial Advisor
    11 hours ago
    £24000–£60000 yearly
    Full-time
    Bristol

    Financial Advisor (Non Diploma) Salary: £24,000 Basic (£40-60K+ OTE Year1), + Car or Car Allowance, Home based/Remote Location: Bristol 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 in-house 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 £40k -£60k+) + car allowance plus other excellent benefits.

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