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Current Job Vacancies

Job Title: Financial Sales Consultant     

Department: We Plan Financials

Salary Banding: £19,500

Job Type: Full Time and Permanent

Hours: 35 Hours per week 

Reports to: Team Manager  


Main Purpose of the Role:

As a sales consultant you will be expected to be a self-motivated, professional, target-driven individual. You will be required to invest time with clients, giving them product features and benefits while offering high quality and professional service.

Our business is going through a period of change with areas of expansion, growth and opportunities; so if you feel you possess a natural flair in communication, someone who is able to demonstrate adaptability and flexibility within the role and can express a “can do” approach, then this is the opportunity you wouldn’t want to miss.  

The future of our business is driven by our people, so what are you waiting for?


Main Duties:

• Dialling warm leads, explaining key benefits and features of our financial products 

• Ability to build rapport naturally and confidently

• Deliver a professional and informative service 

• Achieving required sales targets and KPI’s 

• Ensuring customers experience and journey is to the highest standard

• Compressed working hours with 1pm finish on Fridays



• Highly driven sales professional, with excellent communication skills 

• Proven work experience as a Sales Executive(minimum of 12 months)

• Positive and motivated attitude

• Ensuring at all times regulatory requirements are adhered to

• Assertive and confident

• Resilient and able to work under pressure

• Reliable, and an ability to demonstrate company values

• Organised, and ability to prioritise workload

• Competently manage your own time



• Experience in Mortgage related Products

• Experience in Lending and Second Charge

We Plan Financials are committed to encouraging equality and diversity among our workforce, and eliminating unlawful discrimination.



We Plan Financials is committed to encouraging equality and diversity among our workforce, and eliminating unlawful discrimination.


Email your CV to This email address is being protected from spambots. You need JavaScript enabled to view it. to apply for this role.

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