Customer Adviser: Financial Guidance & Service
Customer Adviser: Financial Guidance & Service

Customer Adviser: Financial Guidance & Service

Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with customers to understand their financial needs and assist with transactions.
  • Company: Respected building society in Gosforth with a supportive work culture.
  • Benefits: Competitive salary, generous annual leave, and a friendly work environment.
  • Why this job: Make a difference by helping customers achieve their financial goals.
  • Qualifications: Excellent people skills, team-oriented mindset, and eagerness to learn.
  • Other info: Full-time role with opportunities for personal and professional growth.

The predicted salary is between 28800 - 43200 Β£ per year.

A respected building society in Gosforth is seeking a motivated Customer Adviser to engage with customers and understand their financial needs. This full-time role involves handling transactions, assisting with savings accounts, and maintaining strong customer relationships.

Candidates should possess excellent people and listening skills, be team-oriented, and demonstrate a willingness to learn.

Enjoy a range of benefits, including a competitive salary, generous annual leave, and a supportive work environment.

Customer Adviser: Financial Guidance & Service employer: Newcastle Financial Advisers Limited

Join a respected building society in Gosforth, where you will thrive in a supportive work environment that values teamwork and personal growth. As a Customer Adviser, you will enjoy a competitive salary, generous annual leave, and the opportunity to develop your skills while making a meaningful impact on customers' financial journeys.
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Contact Detail:

Newcastle Financial Advisers Limited Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Customer Adviser: Financial Guidance & Service

✨Tip Number 1

Get to know the company! Research the building society's values and services so you can tailor your conversations during interviews. This shows you're genuinely interested and helps you connect with the team.

✨Tip Number 2

Practice your listening skills! As a Customer Adviser, you'll need to understand customers' financial needs. Role-play with a friend or family member to sharpen your ability to listen and respond effectively.

✨Tip Number 3

Network like a pro! Reach out to current or former employees on LinkedIn to gain insights about the company culture and the role. They might even give you tips that could help you stand out in the interview!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Customer Adviser: Financial Guidance & Service

Customer Engagement
Financial Knowledge
Transaction Handling
Savings Account Management
People Skills
Listening Skills
Teamwork
Willingness to Learn

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your people and listening skills, as these are key for the Customer Adviser role. We want to see how your experience aligns with engaging customers and understanding their financial needs.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your motivation for the role and how you can contribute to maintaining strong customer relationships. We love seeing genuine enthusiasm!

Showcase Team Spirit: Since this role is team-oriented, don’t forget to mention any experiences where you’ve worked well in a team. We value collaboration, so let us know how you can fit into our supportive work environment.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!

How to prepare for a job interview at Newcastle Financial Advisers Limited

✨Know Your Financial Stuff

Brush up on basic financial concepts and products, especially those related to savings accounts. Being able to discuss these confidently will show that you're genuinely interested in helping customers with their financial needs.

✨Practice Active Listening

During the interview, demonstrate your listening skills by summarising what the interviewer says and asking relevant follow-up questions. This shows that you value communication and are keen to understand customer concerns.

✨Show Your Team Spirit

Be ready to share examples of how you've worked well in a team. Highlighting your collaborative experiences will resonate with the company’s emphasis on teamwork and maintaining strong customer relationships.

✨Prepare Questions

Think of insightful questions to ask at the end of the interview. This could be about the company culture or how they support employee development. It shows your enthusiasm for the role and helps you gauge if it's the right fit for you.

Customer Adviser: Financial Guidance & Service
Newcastle Financial Advisers Limited

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