Financial Consultant

Job description

Hours: This role is for a permanent position working 36 hours per week to support branch operating hours. Salary: £35,500 Per Annum Closing Date: Wed, 10 Jun 2026 Are you passionate about helping others and providing exceptional customer service? If so, then we have the perfect opportunity for you! We are recruiting for a Financial Consultant within our Solihull branch. The role of Financial Consultant includes engaging with our customers through our ‘My Review’ appointments to understand and discuss our customers financial goals in a friendly conversation. By really listening to, and getting to know our customers, you will help them to review their circumstances and what their goals are and through this proactively identify the most appropriate products to suit their needs. Our branches are the heart of our local communities, however increasingly our customers want the flexibility of doing transactions online and engaging with us via our contact centre. In branch we can support our customers face to face, virtually and by outbound contact so we are reaching our customers at relevant times. So, whether you are promoting a new product or resolving a problem, you will always place ou...