Financial Consultant

Hours

This role is a permanent position working 36 hours per week to support branch operating hours.

Salary

£34,000 Per Annum

Closing Date

Sun, 5 Apr 2026

What will you be doing?

• Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct ‘My Review’ customer appointments to update customers on products and services on a non‑advised basis whilst seeking new opportunities. This may be face‑face, virtually or by telephone.
• Engaging with customers through the ‘My Review’ customer appointment to understand and identify their needs by asking great questions, listening to the customer’s specific circumstances and tailoring the relevant solution to their needs. All the while ensuring the right outcome for the customer and the society.
• Sharing your expertise and knowledge with the rest of the branch team.
• Using internal systems to ensure that a customer’s records are accurately maintained and are up to date, whilst ensuring vulnerable customers are identified and supported appropriately.
• Adhering to and understand the appropriate policies, standards, controls and limits of authority applicable to your role, supported by training, coaching and appropriate communication.

What do we need from you?

• Previous experience of developing relationships with customers – be that in a customer service or sales environment, whether that be face‑to‑face or over the phone.
• Experience working in a Financial Services environment is beneficial.
• Someone who is passionate about delivering exceptional customer service and challenges themselves to go the extra mile for colleagues and customers, to help us grow and achieve our business objectives.
• Excellent communication skills and the ability to listen and ask appropriate questions, engaging in purposeful conversation.
• Experience of inspiring, motivating and even coaching others in your team to drive performance, with a ‘one‑team’ mindset.
• The ability to react fast when the day gets busy and handle a wide variety of different customers – excellent time management.
• The ability to grow, adapt and change accommodating business needs and priorities.

What is in it for you?

This role of Financial Consultant is a permanent position. The role is full time based on 36 hours per week to cover branch opening hours.

The salary for this role of Financial Consultant is up to £34,000 per annum, plus benefits.

We have a range of other benefits available to you including

• Annual discretionary bonus scheme.
• 25 days standard annual leave + bank holidays and rising 1 day per year of service to a maximum of 30 days after 5 years.
• Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
• Generous employer matched pension contributions – up to 10% per annum.
• We care about your health and wellbeing. You will have access to a benefits portal which includes an Employee Assistance Programme and online employee discount platform (retailers, entertainment, eating out and travel).
• There are always initiatives to get involved with charities with three paid volunteering days for you to use each year.
• Colleague mortgage and savings accounts (conditions apply), as well as a host of colleague discount schemes.
• A commitment to training and development.
• Private medical insurance for all our colleagues.
• Salary Sacrifice Scheme for hybrid/electric car.

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