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- Tasks: Guide customers in creating free Wills and introduce protection services over the phone.
- Company: Growing financial services business 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 impact on customers' lives.
- Qualifications: Excellent communication skills and a positive attitude; experience is a plus but not required.
- Other info: Office-based role in Banbury with standard hours and a supportive work environment.
The predicted salary is between 1200 - 1500 £ 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.
You can also call Daniel Marlow for a discreet and confidential discussion about the role.
Trainee Financial Services Advisor in Oxford employer: Plus One Recruitment
Contact Detail:
Plus One Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Services Advisor in Oxford
✨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, let your friendly and professional side shine through. Remember, they’re looking for someone who can connect with customers, so don’t hold back!
✨Tip Number 4
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 Oxford
Some tips for your application 🫡
Craft a Personalised CV: Make sure your CV reflects your personality and communication skills. Tailor it to highlight any relevant experience, even if it's not directly in financial services. We want to see who you are, so let your unique qualities shine through!
Show Off Your Communication Skills: Since this role is all about talking to people, emphasise your communication skills in your application. Use clear and confident language to demonstrate your ability to build rapport and keep conversations flowing naturally.
Highlight Your Customer Service Experience: If you've got any customer service or call handling experience, make sure to mention it! Even if it's not in financial services, we value the skills you've gained in those roles. It shows us you're ready to deliver a high standard of service.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. Make sure to include your current salary details and availability. If you have any questions, feel free to reach out to Daniel Marlow for a chat about the role!
How to prepare for a job interview at Plus One Recruitment
✨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 key terms like protection services and Wills, so you can speak confidently about them during your chat.
✨Show Off Your People Skills
Since this role is all about communication, practice your conversational skills. Think of ways to build rapport quickly, like asking open-ended questions and showing genuine interest in what the customer has to say. This will help you stand out as a people-focused candidate.
✨Prepare for Common Questions
Anticipate questions related to customer service and handling objections. Prepare examples from your past experiences where you've successfully navigated tricky conversations or built strong relationships with customers. This will demonstrate your ability to thrive in a phone-based role.
✨Be Target-Driven
Since the role involves working towards targets, be ready to discuss how you’ve met or exceeded goals in previous roles. Share specific examples that highlight your proactive attitude and determination to succeed, which will resonate well with the hiring team.
