Financial Adviser - Employed - Clients provided (Teachers) - CAS NOT R

Full Time
Job Sector:
Financial Services / Insurance
South Wales
Rhondda Cynon Taff
Salary description:
Start Date:
Goldstone Laine
Job Ref:

This role is with a National Financial Services company who specialise in providing advice to professionals (Teachers). They have a vacancy for a Financial Adviser with the level 4 Diploma qualification.

CAS not required, or any previous advising experience. Level 4 Diploma must be fully complete.

This is a home based role, with clients provided in the South Wales area.

Basic salary c£45,500 plus company car or car allowance of £4,200, benefits and bonus. There are very few Financial Adviser roles available, employed with clients provided outside of Banking in the current market. A higher salary can be offered to experienced advisers.

Job Purpose

To contribute sufficient revenue in excess of all associated costs and in line with the Society's requirements.

To provide financial advice to both new and existing customers, according to statutory, regulatory and Society compliance requirements.

To actively promote the full range of products, in a professional and ethical manner to the standards laid down by the Society.

Key Result Areas


To draw up business plans for achieving sales and profit targets in the full range of products and services, agreeing them with the Area Manager

To target business opportunities within designated affinity group

To plan and carry out an appropriate level of customer contact, taking account of market opportunities, product features and customer preferences using self generated leads

Carry out regular reviews of performance compared to targets and present plans to address shortfalls to the Area Manager

To make initial contact with the customer through activity undertaken by the Contact Centre, promotional activity, personal introductions and networking.

To carry out full financial appraisals

To identify shortfalls and recommend options to resolve them

To respond to the client's wishes by supplying products and services and to provide an explanation of the client's decision

To deliver agreed levels of service to both new and existing customers, ensuring that sales, activity and personal introduction targets are met


To ensure that service to customers is always of the highest standard

To adhere to all service standards and to make immediate corrective action where these have fallen short

To agree frequency of contact for all customers and enter relevant details onto the appropriate business system.

To ensure that customers are fully aware of all relevant products and services

Organisation and Administration

To maintain efficient records of all customer contacts and sales

To be aware of local market and competitor information and to ensure this is passed onto the Area Manager

Where appropriate, to identify in conjunction with the Area Manager, developments and opportunities in the local market place

To plan sales campaigns and promotional activities in conjunction with Area Manager

To complete and maintain all sales administration records accurately

This role is being dealt with by Mark Hazzard.

Company Description

Closing Date:

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