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
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