Compliance jobs in United Kingdom
Financial Consultant: Client Solutions & Growth
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Lead Food Manager — Shape High-Impact Store Excellence
Sainsbury's Supermarkets Ltd
Associate Director, Personal Tax – Surrey
Howells Consulting Ltd
Financial Consultant: Client Solutions & Growth
Job summary
A leading financial services organization based in Newcastle is seeking a Financial Consultant to provide tailored advice on financial products to clients. The role involves customer service, relationship management, and compliance with operational standards. Applicants should possess a Matriculation Certificate and be skilled in consultative selling and customer relationship development. This position offers an opportunity to be part of a dynamic team committed to achieving positive customer outcomes.
Qualifications
- Ability to sell consultatively and manage customer feedback effectively.
- Strong customer service and understanding of customer needs.
- Proficient in identifying sales opportunities and using sales data management tools.
Responsibilities
- Provide advice on a range of products to allocated market.
- Handle customer inquiries and ensure compliance with standards.
- Maintain accurate customer data in the CRM system.
- Make outbound calls to potential customers for relationship building.
- Follow procedures to ensure operational compliance and quality.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.