Job Description
Junior Financial Planning Consultant – Telephone Based
Leeds
£24,000 – £26,000
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
About NJR Recruitment