Sales Executive

  • Location
    Lytham St Annes, Lancashire
  • Salary
    £19,500.00/Year
  • Category
    Banking & Financial Services - Financial services & Pensions management
  • Job type
    Permanent
  • Industry
    Banking and Financial Services
  • External Reference
    JN-112021-219964

An exciting opportunity has arisen to join a well established Consulting business based in Lytham Saint Annes.



Offer Summary


Salary: £19,500 (OTE 25-30k)


Working hours: Mon-Fri 9am-5pm


Holidays: 27 days + bank holidays


Benefits: Pension, Life & Cash plan or Medical Insurance. Other optional benefits are coming in the new year and they may include the electric car option, etc.


Progression: Career path to Consultant role offered for right candidates within 1-2 years, depending on previous job experience and also level of success.




Job Purpose


Produces revenue through sales to new and existing clients of moderate complexity. Primarily focused on providing financial advice to existing clients, this role involves offering risk, superannuation, and investment guidance/intelligence.


Your Role



  • Accountable for maximise retention and growth of client base, role incumbent(s) will liaise with brokers to obtain referrals and consult with clients according to their needs, retaining them as clients.

  • Associated responsibilities include; preparation of statements of advice-from fact find to presentation, managing databases/files to ensure compliance with local standards, planning and delivering client marketing activities, and coaching Client Service staff on generation of leads.

  • Incumbents may provide direction and training to more junior staff.

  • Experienced sole contributor.

  • Has working knowledge and experience in own discipline.

  • Will support on key projects and may lead smaller projects.

  • Works with a large degree of autonomy under the instruction of more senior staff.


Your Skills, Knowledge and Experience



  • Solid previous experience in a similar role

  • Financial Planning degree preferable

  • Strong negotiation/interpersonal skills for ensuring productive relationships.

  • High attention to detail.

  • Eligible to work in the UK



About the company:


This organisation wants to be a business that all people are proud to be a part of and where everyone can call themselves one of their team. Their culture is about embracing difference, where you can be the best and, perhaps most importantly, be yourself. They welcome and encourage diverse opinions and backgrounds within the organisation.


If this sounds like somewhere you'd like to join, we'd love to hear from you.


Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Malgorzata Noga