Financial Consultant

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 + annual bonus

• 25-30 days holiday + bank holidays

• Pension contributions up to 10%

• Private medical insurance

• Training and 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.