Employer Planning Financial Solutions Limited

    Location Lincoln

    Industry Finance, Legal

    Contract Full Time

    Job Type Permanent

    Salary £16,000 - £23,000

    Deadline 11/05/2018


    We deal with financial and legal services in a variety of fields. You will deal with both new and existing customers over the telephone, dealing with queries, establishing new relationships and developing existing ones.

    You need to be outgoing with an excellent telephone manner. No experience is necessary.


    • To speak to existing clients either as they call in or at scheduled times.
    • To speak to new clients and referrals, as we receive a steady stream of new clients daily due to our nationwide presence and establish new relationships and assist clients wherever necessary.

    Job Requirements

    Can you talk and come across in a professional manner well? If you can, come and talk to us as everything else we can teach.

    Flexible working hours are available from 30 – 40 hours per week, over 4 or 5 days, with some evening work involved.

    Career Progression

    This role carries opportunities to advance and specialise in a range of financial services with full training and professional qualifications available, such as CeMAP and the opportunity to become a fully qualified Financial Advisor.


    • Basic Salary of £16,000-£23,000 plus commissions and bonuses, with a genuine OTE of £30,000-£35,000
    • Flexible working hours
    • 28 days annual holiday (inc. Bank Holidays) increasing with length of service
    • Full product training
    • Staff Incentives
    • Company Benefits
    • Free parking

    The Company

    With over 20 years working in the Customer Services sector, at Planning Financial Solutions Limited we pride ourselves on strong internal values and high standards of customer service. We work in a regulated and compliant environment.