Telephone Advisor - Financial Services in England
Telephone Advisor - Financial Services

Telephone Advisor - Financial Services in England

England Full-Time 30000 - 40000 £ / year (est.) No home office possible
Pivotal

At a Glance

  • Tasks: Provide expert financial advice and support to clients over the phone.
  • Company: Join Pivotal, the UK's leading mortgage and protection advice provider.
  • Benefits: Enjoy competitive pay, career growth, and a supportive team environment.
  • Other info: Join a rapidly growing company with a people-first culture.
  • Why this job: Be part of a dynamic team making a real difference in people's financial lives.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 30000 - 40000 £ per year.

We are scaling rapidly and looking for multiple Protection Advisors to join our team at Pivotal across 20+ brands across the UK. Pivotal is the UK’s leading mortgage and protection advice provider. Backed by LSL and Pollen Street Capital, we’ve rapidly built a nationwide network of industry-leading specialist teams with over 1,000 talented people - together delivering annual revenues exceeding £100 million.

Pivotal’s advisor teams cover every corner of the market - from mainstream residential to second charge, commercial, bridging, buy-to-let, landlord, protection, and home insurance.

As a people-first business, our colleagues excel, grow, and feel genuinely valued as we deliver more together. Our entrepreneurial partners lead award-winning teams that deliver exceptional advice with speed, precision, and care.

Telephone Advisor - Financial Services in England employer: Pivotal

Pivotal is an exceptional employer that prioritises its people, offering a dynamic work culture where employees are encouraged to excel and grow within a supportive environment. With access to extensive training and development opportunities, our Telephone Advisors in Financial Services can thrive in a rapidly expanding company that values innovation and teamwork, all while being part of a nationwide network that delivers outstanding results across the UK.
Pivotal

Contact Detail:

Pivotal Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Telephone Advisor - Financial Services in England

✨Tip Number 1

Network like a pro! Reach out to current employees at Pivotal on LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing a role as a Telephone Advisor.

✨Tip Number 2

Prepare for the interview by brushing up on your financial services knowledge. Familiarise yourself with common questions related to protection advice, so you can showcase your expertise and passion for the industry.

✨Tip Number 3

Showcase your people skills! As a people-first business, Pivotal values candidates who can connect with clients. Be ready to share examples of how you've built relationships and provided exceptional service in previous roles.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Pivotal team and being part of something big.

We think you need these skills to ace Telephone Advisor - Financial Services in England

Customer Service Skills
Financial Knowledge
Communication Skills
Sales Skills
Problem-Solving Skills
Attention to Detail
Teamwork
Adaptability
Time Management
Negotiation Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of Telephone Advisor in Financial Services. Highlight any relevant experience you have in protection advice or customer service, and don’t forget to showcase your communication skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Pivotal and how your values align with our people-first approach. Keep it concise but impactful!

Showcase Your Achievements: When filling out your application, don’t just list your duties from previous jobs. Instead, focus on your achievements and how they relate to the role. Numbers and specific examples can really make you stand out!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!

How to prepare for a job interview at Pivotal

✨Know Your Stuff

Make sure you brush up on financial services, especially around mortgages and protection. Familiarise yourself with the different types of products Pivotal offers, as well as current market trends. This will show your passion and understanding of the industry.

✨Showcase Your People Skills

As a Telephone Advisor, communication is key. Prepare examples of how you've successfully interacted with clients in the past. Think about times when you’ve gone above and beyond to help someone, as this aligns with Pivotal’s people-first approach.

✨Prepare Questions

Interviews are a two-way street! Have some thoughtful questions ready about the company culture, team dynamics, or growth opportunities. This not only shows your interest but also helps you gauge if Pivotal is the right fit for you.

✨Practice Makes Perfect

Consider doing mock interviews with a friend or family member. Focus on articulating your thoughts clearly and confidently. The more comfortable you are speaking about your experiences, the better you'll perform during the actual interview.

Telephone Advisor - Financial Services in England
Pivotal
Location: England

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