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Financial Consultant

Job Posted: 4 hours ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Solihull, West Midlands

Expire in: a month

Job Description

Financial Consultant 
Location: Solihull
Hours: 36 hours per week 
Salary: Up to £34,000 per annum + benefits
Contract: Permanent
 
About the Role

We are looking for a motivated and customer-focused Financial Consultant to join our branch team. This is a fantastic opportunity for someone passionate about helping people achieve their financial goals while delivering outstanding service.
You will engage with customers through structured review appointments, taking the time to understand their needs and provide tailored, non-advised solutions. Whether face-to-face, over the phone, or virtually, you'll build strong relationships and ensure every interaction delivers real value.
 
Key Responsibilities

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
What We're Looking For

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
What's in It for You

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

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Bank details.
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Looking for your next career move? Join a top company hiring Financial Consultant job near me in Solihull, West Midlands! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!