Job Description

Ready to help advisers grow - without the compliance, casework, or chasing?

At

Systemise & Scale Consulting

, we help mortgage and financial advisers

double their revenue and freedom

by building better systems, stronger brands, and more sustainable sales.

We're not a CRM provider.
We're not a network.
And we're not just another coaching company.

We've developed our own unique intellectual property, the Systemise Blueprint(TM) and Scale Blueprint(TM) designed specifically for financial services professionals who want to grow their business while getting their life back.

Now, we're hiring a Financial Services Sales Consultant to help us scale from 40+ to 80+ active clients, through a mix of inbound calls, outbound activity, and high-level sales conversations.

What the role involves

This is a sales-first role focused on attracting, nurturing, and converting mortgage, protection, commercial finance, and financial advisors into clients.

You'll be supported with pre-booked calls in your calendar, but also expected to take ownership of your pipeline through direct outreach via our database, social media, DMs, LinkedIn, and email.

You'll be responsible for:

Enrolling one new adviser / business owner per week into our programme Helping us grow from 40+ to 80+ active clients Working alongside our Client Success team to support client growth and performance Using a structured, consultative approach to understand an adviser's goals, identify key bottlenecks, and confidently guide the right-fit clients into Systemise & Scale
There's no compliance.
No research.
No applications.

Just meaningful conversations that transform how advisers run their businesses.

What we're looking for

You might be:

A BDM for a mortgage network or national brokerage An experienced adviser who's had enough of the constant case-chasing A high-performing sales consultant who knows the advice industry inside-out (FS experience is non-negotiable)
You'll thrive here if you:

Know how to sell through conversation, clarity, and confidence Understand how advisers think and what holds them back Enjoy setting targets and exceeding them Want to use your experience in a smarter, more strategic way Believe in systemisation, performance, and helping people grow

What you'll be doing

Convert warm, inbound leads from our marketing team Start new conversations through DMs, LinkedIn, email, and social media Qualify prospects and guide them through our sales process Enrol one new adviser per week into our Systemise & Scale programmes Maintain your CRM, follow-up sequences, and call notes Collaborate with the marketing and leadership team to improve messaging and lead quality Support the wider mission of scaling to 100+ active clients

What you'll get

Base salary + uncapped commission Realistic OTE of 65,000+ No compliance, no caseload, no red tape Full training on our proprietary Systemised Blueprint(TM) and Scaled Blueprint(TM) Hybrid role in Essex - collaborative, high-performance environment Growth and progression opportunities as we continue to scale

In this role, you will

You'll have calls pre-booked in your calendar, while building your own outbound pipeline You'll use your industry experience in a way that creates more freedom for you and your clients You'll be part of a category-defining brand, doing what no one else in the industry is doing You'll have real conversations that drive revenue, results, and impact

How to apply

If you're a proven sales professional with financial services experience, and you're ready to join a fast-growing, purpose-led business that's transforming the advice industry, we'd love to hear from you.

Job Type: Full-time

Pay: 25,000.00-35,000.00 per year

Additional pay:

Commission pay Performance bonus
Benefits:

Casual dress Company events Company pension Free parking On-site parking Work from home
Schedule:

Monday to Friday
Ability to commute/relocate:

Chelmsford CM2 6XW: reliably commute or plan to relocate before starting work (required)
Experience:

financial services: 2 years (required)
Work Location: Hybrid remote in Chelmsford CM2 6XW

Expected start date: 08/09/2025