Financial Consultant

Financial Consultant Location: SolihullHours: 36 hours per week Salary: Up to 34,000 per annum + benefitsContract: Permanent About the RoleWe 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 ResponsibilitiesConduct customer review appointments to understand financial goals and identify suitable solutionsBuild and maintain strong, long-term customer relationshipsProactively promote relevant products and services in a customer-first mannerSupport customers across multiple channelsMaintain accurate and up-to-date customer recordsWork collaboratively with colleagues and share knowledge across the teamEnsure compliance with all policies, procedures, and regulatory requirementsIdentify and support vulnerable customers appropriatelyWhat We''re Looking ForExperience in a customer-facing roleAbility to build rapport and communicate effectivelyStrong listening skills and confidence in asking insightful questionsA proactive approach to problem solving and meeting customer needsGood organisational and time ..... full job details .....