Position details
QUALIFICATION CONSULTANT
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Leeds
£24000 - £26000 06/06/2025
NJR15818
OTE £35,000
£24000 - £26000 06/06/2025
NJR15818
OTE £35,000
DESCRIPTION
Junior Financial Planning Consultant - Telephone Based
Leeds
Realistic OTE of £35,000+ with progression potential
Are you a driven and enthusiastic sales professional with an interest in the world of financial services? NJR Recruitment is exclusively working with a dynamic and growing financial services business to recruit a Telephone Sales Consultant-a role designed to offer genuine career development into becoming a fully qualified Independent Financial Adviser (IFA)
Why Apply?
This is a rare opportunity to enter the financial services sector with a structured training path toward becoming an IFA. If you have experience in telesales or customer-focused roles and are ambitious to build a long-term career, this could be your launchpad.
What You\'ll Be Doing:
\" Handling inbound and outbound calls with potential clients
\" Qualifying customer needs and connecting them to expert advice services
\" Logging activity and results within a regulated CRM system
\" Working to clear KPIs within a highly supportive, team-focused environment
What We\'re Looking For:
\" Experience in sales, telesales, or a target-driven environment
\" Excellent communication and time management skills
\" Desire to progress into a financial planning role (support towards R01/DiPFA/Certs)
\" Motivation to learn, hit targets, and earn bonus
What You\'ll Get:
\" A clearly defined route into financial advice
\" Ongoing professional development and exam support
\" 25 days holiday + bank holidays (with increases over time)
\" Annual performance bonus, Friday 4pm finishes, and a strong benefits package
\" Flexible hours
This is more than just a sales job-it\'s a career gateway into regulated financial advice, backed by expert mentors and a modern, forward-thinking business.
Interested? Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15818
Leeds
Realistic OTE of £35,000+ with progression potential
Are you a driven and enthusiastic sales professional with an interest in the world of financial services? NJR Recruitment is exclusively working with a dynamic and growing financial services business to recruit a Telephone Sales Consultant-a role designed to offer genuine career development into becoming a fully qualified Independent Financial Adviser (IFA)
Why Apply?
This is a rare opportunity to enter the financial services sector with a structured training path toward becoming an IFA. If you have experience in telesales or customer-focused roles and are ambitious to build a long-term career, this could be your launchpad.
What You\'ll Be Doing:
\" Handling inbound and outbound calls with potential clients
\" Qualifying customer needs and connecting them to expert advice services
\" Logging activity and results within a regulated CRM system
\" Working to clear KPIs within a highly supportive, team-focused environment
What We\'re Looking For:
\" Experience in sales, telesales, or a target-driven environment
\" Excellent communication and time management skills
\" Desire to progress into a financial planning role (support towards R01/DiPFA/Certs)
\" Motivation to learn, hit targets, and earn bonus
What You\'ll Get:
\" A clearly defined route into financial advice
\" Ongoing professional development and exam support
\" 25 days holiday + bank holidays (with increases over time)
\" Annual performance bonus, Friday 4pm finishes, and a strong benefits package
\" Flexible hours
This is more than just a sales job-it\'s a career gateway into regulated financial advice, backed by expert mentors and a modern, forward-thinking business.
Interested? Apply now or contact NJR Recruitment for a confidential conversation quoting NJR15818
Apply Now
