Financial Adviser

Sector: Accountancy, Banking and Finance
Salary: £20,000 - £21,000
Location: Liverpool
Role: Full Time
Contract: Permanent
Job ref: 906738
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The following covers the strategic aspects of the position:

Spend such time as is necessary each week, to achieve regular sales of new business in order to attain the Company’s sales objectives, whilst providing an ongoing quality customer service.

The following covers operational aspects of the position:

  • Reports to the Area Manager, to whom the job holder is responsible for the achievement of agreed sales and operating objectives.
  • Work to a programme agreed with the Area Manager.
  • Service existing customers through regular reviews.
  • Expand existing customer sales through these regular reviews.
  • Expand the customer base through referrals and other direct sales techniques if required.
  • Attend regular meetings with the Area Manager and colleagues.
  • Complete all documentation required by the Company.
  • Act in accordance with the Code of Conduct for Financial Advisers of Forester Life. (This will be issued to you separately).

The job holder is required to follow and act in accordance with the rules and requirements of the Financial Services and Markets Act 2000 and the Financial Services Act 2012 (and any other applicable legislation), the Company’s regulator(s)and the Company, and any amendment thereto.

Contact Jody Collings to talk about this role on 01473 259923