Job Description:

Job information Financial Sales Advisor from the Company TwentySeven Tech Ltd, this latest Financial Sales Advisor job vacancy is located in the city Bristol located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Financial field have been opened and published up to the specified time.

Job Responsibility:

About us.

A professional, agile and professional financial services provider. Those who join this 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. They help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

```Duties:```

-An opportunity for an enthusiastic and confident individual to join our client's team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role.

You will enjoy the autonomy of being home based and responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.

- Provide financial planning services to clients, including investment advice, retirement planning, and estate planning.

- Recommend appropriate investment strategies and products based on clients' needs and objectives.

- Monitor and review clients' investment portfolios to ensure they remain aligned with their goals.

- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans.

- Build and maintain strong relationships with clients through regular communication and meetings.

- Collaborate with other professionals, such as tax advisors and attorneys, to provide comprehensive financial solutions.

```Requirements:```

• Able to build and maintain strong customer relationships
• Professional approach
• Drive and determination to succeed
• Strong communication skills
• Working knowledge of computer systems
• Sales background, previous experience in financial services would be advantageous, but not essential.

Job Types: Full-time, Permanent

Pay: £24,000.00-£50,000.00 per year

Benefits:

• Company pension
• On-site parking
• Work from home

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus scheme
• Commission pay
• Performance bonus
• Yearly bonus

Experience:

• Direct sales: 1 year (required)
• Financial services: 1 year (required)

Licence/Certification:

• Driving Licence (required)

Work Location: On the road

Keywords : Bristol jobs

Closed Date : 2024-10-17