Financial Advisor (Non Diploma)
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This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
Financial Advisor (Non Diploma)
Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote
Locations: Barry
The Company
A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.
Key Responsibilities & Duties
· Achievement of agreed sales and operating objectives
· Carry out regular reviews with your customers
· Expand existing customer base through referrals and other agreed direct sales strategies
· Contribute at regular team meetings with the Area Manager and Financial Advisers
· Complete sales documentation using in-house computer systems
· Act in accordance with the company’s Code of Conduct for Financial Advisers
· Able to build and maintain strong customer relationships
· Sales background, previous experience in financial services would be advantageous, but not essential
The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 (OTE £37,000 year 1; £43,000 year 2), car allowance plus other excellent benefits.
Job Types: Full-time, Permanent
Salary: £24,000.00-£50,000.00 per year
Benefits:
- Company pension
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Work Location: On the road
Reference ID: IRS/DG
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Financial Advisor (Non Diploma) roles across Integrity Resource Solutions's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £24,000 - £50,000 bracket, including retirement vesting and health parity.
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