Financial Consultant

• Conduct customer review appointments to understand financial goals and identify suitable solutions
• Build and maintain strong, long-term customer relationships
• Proactively promote relevant products and services in a customer-first manner
• Support customers across multiple channels
• Maintain accurate and up-to-date customer records
• Work collaboratively with colleagues and share knowledge across the team
• Ensure compliance with all policies, procedures, and regulatory requirements
• Identify and support vulnerable customers appropriately

• Experience in a customer-facing role
• Ability to build rapport and communicate effectively
• Strong listening skills and confidence in asking insightful questions
• A proactive approach to problem solving and meeting customer needs
• Good organisational and time management skills
• Adaptability to a fast-paced, changing environment
• Experience in financial services (desirable but not essential)
• A team player with a positive and supportive attitude

• Pension scheme with strong employer contribution
• Private medical insurance
• Flexible holiday options
• Ongoing training and career development opportunities

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.