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- Tasks: Guide customers in creating free Wills and introduce protection services over the phone.
- Company: Growing financial services business in Banbury with a friendly, customer-focused team.
- Benefits: 20 days holiday, monthly bonuses, professional qualification support, and clear career progression.
- Why this job: Start your career in financial services with full training and real opportunities for growth.
- Qualifications: Excellent communication skills and a positive attitude; experience in customer service is a plus.
- Other info: Office-based role with standard hours and a supportive work environment.
The predicted salary is between 800 - 1400 £ per month.
Are you looking for a people-focused role where your communication skills really matter? Do you enjoy talking to people, building rapport and keeping conversations flowing naturally? Are you keen to build a long-term career in financial services with clear progression and professional qualification support? Our client is a growing financial services business based in Banbury, operating within the protection and advisory space. Due to continued growth, they are looking to recruit a Trainee Financial Services Advisor to join their friendly, customer-focused team.
This is a phone-based role where personality is key. You will guide customers through the creation of a free Will, ensuring a positive and professional experience from start to finish. During these conversations, you will naturally introduce protection services and book appointments for customers to speak with a qualified Protection Advisor. This opportunity is ideal for someone looking to start or build a career in financial services, with full training provided and genuine progression available.
Main Responsibilities:- Speaking with customers over the phone and guiding them through the creation of a free Will
- Delivering a high standard of customer service on every call
- Building rapport and trust through clear, confident communication
- Identifying opportunities to introduce protection and insurance services in a consultative way
- Booking qualified appointments for customers to speak with a Protection Advisor
- Accurately capturing customer information and maintaining detailed records
- Working towards individual and team targets, contributing to monthly bonus earnings
- Excellent communication skills, both spoken and written
- A confident, friendly and professional telephone manner
- Comfortable asking questions and handling objections
- Strong organisational skills with good attention to detail
- Target-driven with a positive, proactive attitude
- An interest in building a career within financial services
- Previous customer service, call handling, sales or appointment setting experience is beneficial but not essential
- Full training will be provided
- Office-based role in Banbury
- Standard hours are 9am to 5pm, Monday to Friday
- On Tuesdays, Wednesdays and Thursdays the call diary runs until 6.30pm, with a later start to balance working hours
- 20 days holiday + bank holidays + Christmas shutdown
- Monthly performance-related bonus
- Professional qualification support
- Clear progression into a Protection Advisor role
If you would like to apply for this opportunity, please submit an up-to-date CV including details of your current or most recent salary and your availability or notice period.
Trainee Financial Services Advisor in Banbury employer: Plus One Personnel
Contact Detail:
Plus One Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Services Advisor in Banbury
✨Tip Number 1
Get to know the company before your interview. Research their values, mission, and recent news. This will help you tailor your conversation and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about talking to people, try role-playing with a friend or family member. Focus on building rapport and keeping the conversation flowing naturally.
✨Tip Number 3
Be ready to showcase your personality during the interview. The company is looking for someone who can connect with customers, so let your friendly and professional side shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and starting your career in financial services.
We think you need these skills to ace Trainee Financial Services Advisor in Banbury
Some tips for your application 🫡
Show Off Your Communication Skills: Since this role is all about chatting with customers, make sure your CV highlights your communication skills. Use examples that show how you’ve built rapport and kept conversations flowing in previous roles.
Tailor Your CV to the Role: Don’t just send out the same CV for every job. Take a moment to tweak yours for this position. Mention your interest in financial services and any relevant experience, even if it’s just customer service or call handling.
Be Professional but Friendly: Your application should reflect the friendly and professional vibe we’re after. Keep your tone upbeat and approachable, showing that you’d fit right into our customer-focused team.
Apply Through Our Website: We love it when candidates apply directly through our website! It makes things easier for us and shows you’re genuinely interested in joining our team. Don’t forget to include your current salary details and availability!
How to prepare for a job interview at Plus One Personnel
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and the role of a Trainee Financial Services Advisor. Brush up on common terms and concepts, especially around Wills and protection services. This will help you sound knowledgeable and confident during your conversation.
✨Show Off Your Communication Skills
Since this role is all about talking to people, practice your communication skills. Try role-playing with a friend or family member to get comfortable with guiding conversations. Focus on being clear, friendly, and professional – it’s all about building rapport!
✨Prepare for Common Questions
Think about the types of questions you might be asked, like how you handle objections or build trust with customers. Prepare specific examples from your past experiences that showcase your skills in these areas. This will help you answer confidently and demonstrate your suitability for the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the training process, progression opportunities, or what a typical day looks like. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
