At a Glance
- Tasks: Help customers achieve their financial goals through tailored solutions and strong relationships.
- Company: Join a supportive team in a customer-focused financial consultancy.
- Benefits: Competitive salary, pension scheme, private medical insurance, and flexible holidays.
- Other info: Ongoing training and career development opportunities in a dynamic environment.
- Why this job: Make a real difference in people's lives while developing your career in finance.
- Qualifications: Customer-facing experience and strong communication skills are essential.
The predicted salary is between 34000 - 34000 £ per year.
Location: Solihull
Hours: 36 hours per week
Salary: Up to 34,000 per annum + benefits
Contract: Permanent
About the Role
We are looking for a motivated and customer-focused Financial Consultant to join our branch team. This is a fantastic opportunity for someone passionate about helping people achieve their financial goals while delivering outstanding service. You will engage with customers through structured review appointments, taking the time to understand their needs and provide tailored, non-advised solutions. Whether face-to-face, over the phone, or virtually, you'll build strong relationships and ensure every interaction delivers real value.
Key Responsibilities
- Conduct customer review appointments to understand financial goals and identify suitable solutions
- Build and maintain strong, long-term customer relationships
- Proactively promote relevant products and services in a customer-first manner
- Support customers across multiple channels
- Maintain accurate and up-to-date customer records
- Work collaboratively with colleagues and share knowledge across the team
- Ensure compliance with all policies, procedures, and regulatory requirements
- Identify and support vulnerable customers appropriately
What We're Looking For
- Experience in a customer-facing role
- Ability to build rapport and communicate effectively
- Strong listening skills and confidence in asking insightful questions
- A proactive approach to problem solving and meeting customer needs
- Good organisational and time management skills
- Adaptability to a fast-paced, changing environment
- Experience in financial services (desirable but not essential)
- A team player with a positive and supportive attitude
What's in It for You
- Pension scheme with strong employer contribution
- Private medical insurance
- Flexible holiday options
- Ongoing training and career development opportunities
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Consultant in Shirley employer: Search
Join our dynamic team in Solihull as a Financial Consultant, where you'll enjoy a supportive work culture that prioritises customer satisfaction and employee growth. With competitive benefits including a strong pension scheme, private medical insurance, and flexible holiday options, we are committed to your professional development and well-being. Experience a fulfilling career helping clients achieve their financial goals while working in a collaborative environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Consultant in Shirley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Consultant in Shirley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
