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Regional Financial Consultant – Preston and Lancashire

Posted: 8th November 2018

Job title: Regional Financial Consultant – Preston and Lancashire
Location: Preston and Lancashire
Salary: Starting salary of £44.5k
Type: Full Time

Job Description

We have an exciting new opportunity for an experienced home-based Regional Financial Consultant covering the Preston and Lancashire area.

You will already have a solid commercial background and a proven track record of delivering sound financial advice. You will be self-motivated and able to manage and build business and possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs. It is key that you are Level 4 Diploma qualified and working towards Chartered status.

As a Financial Consultant and you’ll discover a strong, supportive culture that values your personal goals as much as our customers’. And with no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your customers and our business.

As well as offering you the flexibility to find your own balance in life, our client will offer you a customer base in a trusted professional sector, such as medicine, teaching or law, and a wide range of products to support their financial needs.

You’ll build new business relationships and develop existing ones. All the time assisted by a dedicated relationship team, who’ll help you qualify new business leads, arrange appointments and provide technical support. So, you’ll have the time and scope to focus on building strong relationships with your customers and developing your understanding of their challenges, needs and aspirations.

As an experienced financial consultant with a QCF Level 4 qualification, you’ll have the ability to build lasting customer relationships while maintaining a clear focus on business growth. As well as being comfortable managing your own workload and making commercial decisions, you’ll also be open to working collaboratively and sharing ideas. Naturally, you’ll be an articulate communicator, with a positive outlook and the character to adapt to the continuously evolving financial services market.

The more you achieve, the more rewards you can expect, including a good starting salary, a realistic target OTE of over £61,000 rising depending on level of experience, quarterly and annual bonuses, a company car allowance and a generous contributory pension. Our client’s training academy will also ensure you continue to develop your industry knowledge and keep up to date with the latest products.

An equal opportunities employer.

Unable to employ anyone who does not have the legal right to live and work in the UK.

If you are from outside the EEA and do not possess immigration status which allows you to live and work in the UK, we will be unable to progress your application as Wesleyan are unable to provide sponsorship.  Therefore, in the recruitment process all candidates are required to provide the necessary right to work information and documentation.

Closing date for CV submissions is Monday 31 December 2018.  Feedback on your application will be provided in the week following this date.

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