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03 Apr, 2026
Permanent
Search Shirley, Solihull, UK
Financial Consultant (Permanent, 36 Hours) We're looking for a Financial Consultant to deliver excellent customer service and support customers in achieving their financial goals through personalised conversations and reviews. The Role Key Responsibilities Conduct review appointments to understand customer goals Build relationships and recommend suitable products Support customers face-to-face, virtually, and by phone Maintain accurate records and support vulnerable customers Share knowledge with the team and collaborate effectively Follow all compliance and regulatory standards What We're Looking For Customer service or sales experience (in person or phone) Financial services experience (preferred) Strong communication and listening skills Team-focused with ability to motivate others Organised, adaptable, and confident in busy environments Passion for delivering excellent service What You'll Get Salary up to 34,000 +...