Financial Advisor - Business Incubator Program

  • fulltime
  • Sheffield, s1
  • GBP 35000.0 to 0.0 Annum

Financial Advisor - Business Incubator Program

Our Client is an established and ambitious Financial Planning and Wealth Management Consultancy, known for its innovative use of technology in the Finance sector. They are currently expanding the team and have an exciting opportunity for a Financial Advisor to join their unique Business Incubator Program.

About the Role

This is a flexible role with uncapped earning potential and would suit an entrepreneurial candidate who has a desire to own their own business in the future. You'll manage your own diary, generate leads, conduct sales calls, and oversee the successful onboarding of clients onto their cutting-edge finance platform. Full training will be provided along with an unrivalled structured career path with high earning potential.

Key Responsibilities

  • Generate and pursue leads
  • Conduct sales calls with potential clients
  • Successfully onboard new clients
  • Foster and maintain relationships with clients and consultants
  • Contribute to the growth of our professional network


  • Previous financial planning experience is desired but not essential for the right candidate
  • Results-driven approach and engaging personality
  • Excellent communication skills
  • Minimum education: GCSE or equivalent
  • B2B sales and direct sales experience desirable

Salary and Benefits

  • Uncapped commission pay
  • Possibility for some remote work
  • Income is based upon results

If you're a motivated go-getter who enjoys building relationships and wants to be part of a rapidly expanding business, this role could be the perfect fit for you.

  • Strategic Financial Planning
  • Customer Experience Management
  • Customer Relationship Management (CRM)
  • Finance
  • New Business Development
  • Account Management
  • Customer Satisfaction
  • Customer Retention
  • Financial Modeling
  • Business Development
  • Long Term Business Relationships
  • CRM