Financial Consultant — In-Branch & Virtual Support

Skipton International Ltd; Metropolitan Borough of Solihull; On-site; GBP 28,000 - 34,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Financial Consultant to support customers in achieving their financial goals. The role requires engaging with clients through review appointments, providing tailored solutions, and maintaining accurate records. Candidates should have strong communication skills and a passion for exceptional service. This full-time position offers a salary of up to £34,000 per annum along with various benefits and a commitment to employee development.

Benefits

Annual discretionary bonus scheme

25 days annual leave plus bank holidays

Employer matched pension contributions

Employee Assistance Programme

Private medical insurance

Salary Sacrifice Scheme for hybrid/electric car

Qualifications

• Experience in a customer service or sales environment, face-to-face or over the phone.
• Knowledge of financial services is beneficial.
• Ability to engage and listen to customers effectively.

Responsibilities

• Engage with customers during review appointments to identify financial goals.
• Maintain accurate customer records.
• Collaborate with financial advisers to provide solutions.

Skills

Customer relationship development

Exceptional customer service

Strong communication skills

Time management

Job description

A leading financial services provider in the UK is seeking a Financial Consultant to support customers in achieving their financial goals. The role requires engaging with clients through review appointments, providing tailored solutions, and maintaining accurate records. Candidates should have strong communication skills and a passion for exceptional service. This full-time position offers a salary of up to £34,000 per annum along with various benefits and a commitment to employee development.