Home Based Financial Consultant

This Financial Consultant job offers a rare opportunity to build a long term advisory career while working fully from home, supporting clients through video based appointments only. If you are an ambitious salesperson who enjoys targets, structured progression and helping families make confident financial decisions, this Financial Consultant job could be the next step in your career.

About the role

As a Financial Consultant, you will meet customers exclusively via video call, guiding them through straightforward financial needs including protection, savings and investment solutions. You will not be required to self generate business, as you will be supported with warm leads, existing client reviews and customers at key stages of their financial journey.

This Financial Consultant role suits someone who is comfortable building rapport online, confident managing their own diary from home, and motivated by clear targets and earnings progression. Full training is provided, alongside ongoing support and a defined competency framework that allows you to increase your salary over time and work towards recognised industry exams.

Although fully home based, you will be part of a wider regional team and attend occasional in person meetings, giving you the balance of flexibility and team connection that many Financial Consultants value.

Financial Consultant Requirements

• Essential proven sales experience with consistent achievement of personal KPIs
• Essential confidence conducting customer appointments via video call
• Desirable experience within financial services or selling financial products
• Ability to manage a busy diary independently from a home based environment
• Desirable familiarity with MS Teams and MS Office

The Company

The company is a well established UK financial services provider focused on delivering accessible advice to everyday families. They offer a supportive culture, modern digital processes and a strong commitment to developing Financial Consultants through structured training and clear 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 of around £45,000
• Fully home based Financial Consultant role with all appointments held remotely
• 35 hour working week Monday to Friday with flexibility to manage your own diary
• 25 days holiday plus bank holidays
• Pension scheme with 5 percent employee contribution and 10 percent employer contribution
• Life cover and travel expenses covered for team meetings
• Comprehensive training and full support towards industry exams

Location

Home based, with candidates ideally located in or around Cambridge to attend occasional in person regional meetings.

If this Financial Consultant job sounds like the right opportunity for you, please click Apply to find out more.

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