logo for Resource Matters Ltd

Financial Adviser - Non-Regulated - Bolton, Lancashire, United Kingdom, BL1

£20-35k

My client is a leading claims specialist who are looking for advisers who have knowledge and experience of regulated investments such as ISAs, Unit Trusts and Investment Bonds.

Ideally, you should be CeFA, CertPFS or FPC qualified and have been a Financial Adviser - not essential.

The role involves handling inbound warm calls from customers who have seen our adverts in Press, Radio and TV. The adviser will follow a defined process to identify any potential mis-selling and be involved in preparing a claim against a bank or financial adviser.

Key skills

Good understanding of regulated investment products and sales process followed by banks and financial advisers - full training will be given

Excellent telephone manner is essential and a commitment to the very best customer service

Ability to work under pressure in an organised way in a very busy office

Attention to detail - you will be issuing packs for client sign ups and mistakes can cause significant delays and cost to the business

Excellent sales skills - you will be expected to convert a high number of these warm leads into pack outs

Strong desire to hit targets to achieve bonus - we are looking for people who are willing to 'go over and above' to hit the top targets

Package

Basic - £20k + generous commission structure based upon productivity and accuracy.

35 hours per week. Most of the time this will be a 9am to 5pm shift but you will also be required to work some late shifts and Saturday and Sunday when required.

Holidays: 28 days per annum including Bank Holidays