Launch Your Financial Advisory Career

Old Mutual Limited; Newcastle upon Tyne; On-site; GBP 25,000 - GBP 35,000; Full time

Job summary

A leading insurance company is seeking self-motivated individuals to join as Aspiring Financial Advisers in Newcastle upon Tyne. The role focuses on championing customer goals by offering tailored financial solutions. Candidates should possess strong consultative selling and relationship-building skills. An NQF Level 4 qualification is mandatory, and applicants must have an entrepreneurial mindset. This full-time position offers the opportunity to make a significant impact in financial advising while working for a prestigious company.

Qualifications

• Self-motivated with a passionate entrepreneurial spirit.
• Ability to champion customer goals by identifying financial needs.
• Experience in providing sound financial advice and implementing financial plans.

Responsibilities

• Identify financial needs of customers.
• Provide informed financial advice and solutions.
• Implement fit for purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

A leading insurance company is seeking self-motivated individuals to join as Aspiring Financial Advisers in Newcastle upon Tyne. The role focuses on championing customer goals by offering tailored financial solutions. Candidates should possess strong consultative selling and relationship-building skills. An NQF Level 4 qualification is mandatory, and applicants must have an entrepreneurial mindset. This full-time position offers the opportunity to make a significant impact in financial advising while working for a prestigious company.