Financial Adviser

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Financial Adviser
£28,840 basic salary per annum, increasing to £32,960 once achieving competent advisor status (minimum 6 months), then progressing on a tiered basis up to £41,200
Home-Based
Permanent
Full-Time
We have an several exciting opportunity for you to join Foresters Financial as a Financial Advisor. This is a fully home-based role , and all client appointments are conducted exclusively via MS Teams. Travel will only be required occasionally for team meetings.
In this role, you will use your sales expertise to help families and individuals achieve their financial goals. You will manage and build your own customer database, working mainly with warm leads and existing clients. This is a targeted position where you will be responsible for booking and completing a minimum of four customer appointments per day via MS Teams.
Success in this role requires strong sales capability, resilience, the motivation to hit targets, and comfort with studying and sitting exams.
What we require
Strong, demonstrable sales experience
An understanding of financial services (advantageous but not essential)
Motivation to achieve targets and a strong drive to succeed
Ability to build and maintain strong customer relationships via MS Teams
Determination to close sales
Excellent communication and rapport-building skills
A self-starter mindset and the ability to work independently from home
Working knowledge of MS Teams, Outlook, Excel, and Word
What we offer you
£28,840 basic salary per annum, increasing to £32,960 once achieving competent advisor status (minimum 6 months), then progressing on a tiered basis up to £41,200
Uncapped earning potential (first-year OTE up to £45,000)
25 days holiday plus bank holidays per annum
3 weeks of initial training, followed by 6 months of study to achieve CF1
Pension scheme (you contribute 5%, the company contributes 10%)
Life cover
All travel costs covered when attending meetings
Working hours are 35 per week, Monday to Friday, with some flexibility required. You will manage your own diary and appointments.
Additional information
Start date: 26 May 2026
You must be available for the full first 3 weeks of training
An exam will need to be completed after 6 months
Our referencing process includes 6 years of employment references plus financial and criminal record checks
If you have previously owned a business, this must be declared
About us
Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
What we do
We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.

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Location:
Birmingham
Salary:
£28,000
Job Type:
FullTime
Category:
Farming And Agriculture;Banking

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