This home based Financial Consultant job is an exciting opportunity for an ambitious salesperson in the Peterborough area who wants to build a rewarding career helping families make confident financial decisions.

In this role, you will be conducting all appointments with customers via video call, supporting them with straightforward financial needs such as protection, savings and investment products. You will be provided with warm leads, existing client reviews and customers at key stages in their financial journey, giving you a strong foundation to generate consistent activity.

This position is well suited to someone who is motivated by targets, enjoys building rapport online, and is confident managing their own diary from home. You will receive full training, ongoing support and a structured route to progress through the company’s adviser competency framework, allowing you to increase your salary over time and work towards professional exams.

Although the role is fully home based, this vacancy sits within a team covering the Cambridge region, therefore candidates based in or near Peterborough are preferred to support quarterly in person team meetings.

Financial Consultant Requirements

• Essential - proven sales experience with regular achievement of personal KPIs
• Essential - confidence conducting customer appointments via video call
• Desirable - experience in financial services or selling financial products
• Ability to independently manage a busy diary from home
• Familiarity with MS Teams and MS Office is desirable

The Company

A longstanding UK financial services provider offering accessible support to everyday families. They have a supportive culture, modern digital processes and a strong focus on developing advisers through structured training and progression pathways.

Financial Consultant Benefits

• Salary £28,840 rising to £32,960 once competent, with further progression up to £41,200
• Uncapped earning potential, with realistic first year OTE around £45,000
• Fully home based with all customer meetings held remotely
• 35 hour working week Monday to Friday with some flexibility needed to accommodate client's need for appointments in the evenings (you manage your own diary)
• 25 days holiday plus bank holidays
• Pension scheme (you contribute 5%, the company contributes 10%)
• Life cover plus travel expenses covered for team meetings
• Comprehensive initial training and support towards industry exams

Location

Home based, with applicants ideally located in or around Peterborough for quarterly meetings in the wider Cambridge area.

If this sounds like the right opportunity for you, click Apply.

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