via reed · 1 June 2026 ·5 days ago

FINANCIAL ADISER - NO PREVIOUS EXPERIENCE REQUIRED

Clark James Recruitment
Cambridge Full-time GBP 28,960 – 50,000
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Do you have previous sales experience and are used to working within a sales targeted environment?

Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team. Please note, this position is a HOME BASED ROLE applicants must live within an hour from Cambridge/Peterborough.

No previous experience within Financial Services is required, out client will provide full training, guidance and structured support.

Previous sales experience is essential, does your cv demonstrate this?

Role

  • Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.

  • This will include advising clients on a range of financial products either via video call or telephone.

  • Service existing customers through regular reviews.

  • Expand existing customer sales through these regular reviews.

  • Expand the customer base through referrals and other direct sales techniques if required.

  • Attend regular meetings with the Area Manager and colleagues.

  • Complete all documentation required by the Company.

  • Act in accordance with the FCA Code of Conduct for Company Representatives.

  • Work to a programme agreed with the Area Manager.

Candidate
  • No previous experience in Financial Services is required, full training and ongoing support is provided.

  • A previous background within sales is essential.

  • Confident and ambitious.

  • Excellent communication and presentation skills.

  • A strong and proven sales track record is essential.

  • Ability to liaise at all levels.

  • Need to be living in or, around the Cambridge area.

Qualifications
  • No professional qualifications are required for this position, Financial Services recognised qualifications are desirable.

  • Applicants must be able to demonstrate a proven track record within sales.

Package
  • Basic salary c£28,960 + commission.

  • Realistic OTE for first year £50,000 however this uncapped and could be significantly more.

  • Salary will increase as you progress within role.

*PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AND YOU LIVE WITHIN 1 HOUR OF THE CAMBRIDGE/PETERBOROUGH AREAS AS CANDIDATES THAT DO NOT MEET THIS CRITERIA CAN NOT BE CONSIDERED*

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