Client-Focused Financial Consultant

Company: Search
Apply for the Client-Focused Financial Consultant
Location: Shirley
Job Description:

Search is looking for a motivated Financial Consultant to join their branch in Shirley, UK. This permanent role involves conducting customer review appointments, understanding clients’ financial goals, and providing tailored solutions.

Key responsibilities include building strong relationships with customers, promoting services proactively, and ensuring compliance with financial regulations. Ideal candidates will have customer-facing experience and strong communication skills.

Benefits include a pension scheme, private medical insurance, and opportunities for ongoing training and career development.

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Posted: June 12th, 2026