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Financial Advisor

Elevation Recruitment

Remote · À temps plein

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Expérience
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Ouvertures
1
Publié
il y a 6 heures
Mode de travail
Travaillez à domicile
Admissibilité
Experienced financial services professionals who can handle inbound client enquiries, work in a structured team environment, and communicate effectively with clients and internal teams.
CV
Candidature requise

Description de l'emploi

Role overview

We are looking for a driven and experienced Financial Sales Advisor to become part of a large, energetic, and fast-moving team. This is a permanent, full-time position for someone with a strong track record in financial services and the ability to provide excellent client support.

The role involves handling a steady stream of inbound financial enquiries that come through effective marketing channels. It will suit someone who works well in a structured team setting, communicates clearly, stays organised, and is committed to achieving strong commercial results.

Responsibilities

  • Offer professional financial guidance to both prospective and current clients by phone and email.
  • Move applications forward efficiently while following all compliance requirements.
  • Keep CRM records and internal systems up to date and accurate.
  • Spot opportunities to discuss related products such as mortgages, life insurance, pensions, and savings, with training provided.
  • Work closely with internal administration and support colleagues to deliver a smooth client journey.

Benefits

  • Option to work remotely or from a modern Midlands office.
  • Unlimited commission potential with strong earning opportunity.
  • Guidance and backing from an experienced, engaged office-based team.
  • No weekend shifts; standard Monday to Friday working pattern.
  • Access to employee wellbeing initiatives and career growth support.

Additional information

This is a full-time, permanent opportunity. The role is office-based in structure, with remote working available.

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