Financial Consultant

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

• 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

• 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.