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Foresters Financial
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  • Financial Adviser - Yorkshire area  

    If you have demonstratable sales skills and are looking to develop a c... Read More
    If you have demonstratable sales skills and are looking to develop a career in finance we have an opportunity for you. As one of our Financial Advisors. 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 the Yorkshire Area.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 requireStrong, demonstrable sales experienceAn understanding of financial services (advantageous but not essential)Motivation to achieve targets and a strong drive to succeedAbility to build and maintain strong customer relationships via MS TeamsDetermination to close salesExcellent communication and rapport‑building skillsA self‑starter mindset and the ability to work independently from homeWorking 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 £41,200Uncapped earning potential (first‑year OTE up to £48,000)25 days’ holiday plus bank holidays per annum3 weeks of initial training, followed by 6 months of study to achieve CF1Pension scheme (you contribute 5%, the company contributes 10%)Life coverAll travel costs covered when attending meetingsWorking hours are 35 per week, Monday to Friday, with some flexibility required. You will manage your own diary and appointments.Additional informationStart date: 26 May 2026You must be available for the full first 3 weeks of trainingAn exam will need to be completed after 6 monthsOur referencing process includes 6 years of employment references plus financial and criminal record checksIf you have previously owned a business, this must be declaredAbout usForesters 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 doWe 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. Read Less
  • If you have demonstratable sales skills and are looking to develop a c... Read More
    If you have demonstratable sales skills and are looking to develop a career in finance we have an opportunity for you. As one of our Financial Advisors. 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 the Greater Manchester Area.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 requireStrong, demonstrable sales experienceAn understanding of financial services (advantageous but not essential)Motivation to achieve targets and a strong drive to succeedAbility to build and maintain strong customer relationships via MS TeamsDetermination to close salesExcellent communication and rapport‑building skillsA self‑starter mindset and the ability to work independently from homeWorking 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 £41,200Uncapped earning potential (first‑year OTE up to £48,000)25 days’ holiday plus bank holidays per annum3 weeks of initial training, followed by 6 months of study to achieve CF1Pension scheme (you contribute 5%, the company contributes 10%)Life coverAll travel costs covered when attending meetingsWorking hours are 35 per week, Monday to Friday, with some flexibility required. You will manage your own diary and appointments.Additional informationStart date: 26 May 2026You must be available for the full first 3 weeks of trainingAn exam will need to be completed after 6 monthsOur referencing process includes 6 years of employment references plus financial and criminal record checksIf you have previously owned a business, this must be declaredAbout usForesters 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 doWe 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. Read Less
  • Customer Services Adviser  

    - Bromley
    Join a team that puts people first.As a Permanent Customer Service Adv... Read More
    Join a team that puts people first.As a Permanent Customer Service Advisor in our Retention team, you will play a key role in supporting our customers and Financial Advisers.This is a great opportunity for someone who really enjoys speaking to customers and helping by solving problems, working collaboratively, promoting our products and delivering high-quality service in a fast-paced environment.What you’ll be doing:Handling a high volume of inbound calls and enquiries with professionalism and careResponding to customer correspondence via email and letterLiaising with customers, Financial Advisers, and third parties to process instructions and resolve queriesWorking closely with your team to meet service standards and deliver a seamless customer experience.What we’re looking for:A confident communicator with a strong telephone mannerAbility to recognise opportunities to help our customers achieve their financial goals by promoting our products.Excellent written and verbal communication skillsGood computer literacy and attention to detailA team player with strong organisational skills and the ability to prioritise effectivelySomeone who enjoys investigating and resolving issuesWhat we offer:£23,842 annual salary25 days holiday plus bank holidays per annumExcellent discretionary annual bonus scheme (circa £1660.00)Contributory pension scheme (up to 15%)Life cover (x4 pensionable salary)Hybrid working after training (1 day week from home)Supportive team cultureDedicated training programme and on-going development1 days paid charitable workdayEmployee Wellbeing Programme
    Working hours:
    35 hours per week, Monday to Friday. Start times rotate weekly between 8:30–16:15 or 9:15–17:00. Flexibility is required.Ready to make a difference?
    Apply now and be part of a team that values service, integrity, and community. Read Less

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