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- Tasks: Provide top-notch customer service and assist with creating free Wills and booking appointments.
- Company: Dynamic financial services firm in Banbury with a supportive team.
- Benefits: Full training, career advancement opportunities, and a friendly work environment.
- Why this job: Kickstart your career in finance while helping people secure their future.
- Qualifications: No prior experience needed; just a passion for helping others.
- Other info: Monday to Friday hours with some flexibility for extended days.
The predicted salary is between 800 - 1400 £ per month.
A financial services firm in Banbury is seeking a Trainee Financial Services Advisor to provide exceptional customer service over the phone. You will assist customers in creating a free Will, introduce protection services, and book qualified appointments with Protection Advisors.
This office-based role offers full training, a supportive environment, and clear opportunities for career advancement. Working hours are Monday to Friday, 9am to 5pm, with some extended hours on selected days.
Trainee Financial Services Advisor: Start Your Career 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: Start Your Career in Banbury
✨Tip Number 1
Make sure you research the company before your interview. Knowing their values and services will help you connect with the interviewers and show that you're genuinely interested in the role.
✨Tip Number 2
Practice your phone skills! Since this role involves providing customer service over the phone, try role-playing with a friend to get comfortable with handling calls and addressing customer needs.
✨Tip Number 3
Don’t underestimate the power of networking. Reach out to current or former employees on LinkedIn to gain insights about the company culture and tips for the interview process.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to kickstart their careers in financial services.
We think you need these skills to ace Trainee Financial Services Advisor: Start Your Career in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any customer service experience you have, especially if it’s over the phone. We want to see how you can bring your skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're excited about the Trainee Financial Services Advisor role and how you can contribute to our mission of providing exceptional service.
Show Your Enthusiasm: In your application, let your passion for helping others come through. We love candidates who are eager to learn and grow with us in the financial services sector.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Plus One Personnel
✨Know Your Stuff
Before the interview, brush up on basic financial services knowledge. Understand what a Will is and the importance of protection services. This will show your potential employer that you're genuinely interested in the role and ready to learn.
✨Practice Your Customer Service Skills
Since this role involves providing exceptional customer service over the phone, practice common scenarios you might encounter. Role-play with a friend or family member to get comfortable with handling customer queries and booking appointments.
✨Show Enthusiasm for Learning
The firm offers full training, so express your eagerness to learn and grow within the company. Share examples of how you've embraced learning opportunities in the past, whether through work or personal experiences.
✨Be Ready for Questions About Your Availability
With working hours from 9am to 5pm and some extended hours, be prepared to discuss your availability. Show flexibility and willingness to adapt to the needs of the business, which can set you apart from other candidates.
