Financial Consultant - Customer-Centric Banking & Advice

Skipton International Ltd; City of Edinburgh; On-site; GBP 31,000; Full time

Job summary

A prominent financial institution in Edinburgh and North Berwick is seeking a Financial Consultant to engage with customers through tailored financial reviews. The role includes identifying and addressing customer needs, maintaining records, and providing a first-class service. Ideal candidates will have strong communication and relationship-building skills, with a passion for customer service. The position offers a salary of £30,400 per annum along with benefits such as annual leave and a pension scheme.

Benefits

Annual discretionary bonus scheme

25 days annual leave + bank holidays

Employer matched pension contributions

Private medical insurance

Employee Assistance Programme

Qualifications

• Experience of developing relationships with customers in a service or sales environment.
• Ability to listen and ask appropriate questions.
• Experience in a Financial Services environment is beneficial.

Responsibilities

• Engage with customers to understand and identify their needs.
• Conduct customer appointments and provide tailored solutions.
• Maintain accurate customer records and ensure appropriate support for vulnerable customers.

Skills

Customer service

Communication skills

Relationship building

Problem-solving

Time management

Sales experience

Job description

A prominent financial institution in Edinburgh and North Berwick is seeking a Financial Consultant to engage with customers through tailored financial reviews. The role includes identifying and addressing customer needs, maintaining records, and providing a first-class service. Ideal candidates will have strong communication and relationship-building skills, with a passion for customer service. The position offers a salary of £30,400 per annum along with benefits such as annual leave and a pension scheme.