Financial Consultant
CV-LibrarySolihull, West MidlandspermanentPosted: 2 April 2026
Apply NowFinancial Consultant (Permanent, 36 Hours)
We're looking for a Financial Consultant to deliver excellent customer service and support customers in achieving their financial goals through personalised conversations and reviews.
The Role
Key Responsibilities
Conduct review appointments to understand customer goals
Build relationships and recommend suitable products
Support customers face-to-face, virtually, and by phone
Maintain accurate records and support vulnerable customers
Share knowledge with the team and collaborate effectively
Follow all compliance and regulatory standards
What We're Looking For
Customer service or sales experience (in person or phone)
Financial services experience (preferred)
Strong communication and listening skills
Team-focused with ability to motivate others
Organised, adaptable, and confident in busy environments
Passion for delivering excellent service
What You'll Get
Salary up to £34,000 + annual bonus
25-30 days holiday + bank holidays
Pension contributions up to 10%
Private medical insurance
Training and 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
We're looking for a Financial Consultant to deliver excellent customer service and support customers in achieving their financial goals through personalised conversations and reviews.
The Role
Key Responsibilities
Conduct review appointments to understand customer goals
Build relationships and recommend suitable products
Support customers face-to-face, virtually, and by phone
Maintain accurate records and support vulnerable customers
Share knowledge with the team and collaborate effectively
Follow all compliance and regulatory standards
What We're Looking For
Customer service or sales experience (in person or phone)
Financial services experience (preferred)
Strong communication and listening skills
Team-focused with ability to motivate others
Organised, adaptable, and confident in busy environments
Passion for delivering excellent service
What You'll Get
Salary up to £34,000 + annual bonus
25-30 days holiday + bank holidays
Pension contributions up to 10%
Private medical insurance
Training and 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