Financial Adviser

Sector: Accountancy, Banking and Finance
Salary: Up to £21,000
Location: Cardiff, Bridgend
Role: Full Time
Contract: Permanent
Job ref: 906816
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We have a vacancy for a Financial Adviser in the above-mentioned location and the associated surrounding areas.


Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of financial products in their homes. An existing client base willbe provided which you would develop and build upon with referrals and new members.

  • In addition, the Financial Adviser will carry out the following:
  • 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 FCA Code of Conduct for Company Representatives.
  • Work to a programme agreed with the Area Manager.
  • Previous sales experience is preferred but not essential as full training will be given.
  • Applicants should possess a good standard of education and a full driving licence.

In return the Financial Adviser will be provided with award winning training, fully expensed company car, open ended bonus structure and enjoy excellent company benefits.

Contact Joe Grimmer to talk about this role on 01473 259923