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- Tasks: Support new customers through onboarding, ensuring clarity and care.
- Company: Join a dynamic team in the Financial Services sector focused on customer and sales advice.
- Benefits: Enjoy professional growth, meaningful work, and great benefits.
- Why this job: Make a difference while thriving in a fast-paced, supportive environment.
- Qualifications: Attention to detail, strong communication skills, and a customer-first approach are essential.
- Other info: Be part of a purpose-driven team committed to success and customer satisfaction.
The predicted salary is between 28800 - 48000 £ per year.
I'm looking for passionate and proactive New Business Advisors within Financial Services to join my client's dynamic customer and sales advice team. In this role, you’ll be supporting new customers through the onboarding process—providing guidance, verifying essential information, and helping them understand the best options available to support their financial goals.
If you thrive in a fast-paced environment, love helping people, and are confident in managing sensitive information, this could be the perfect role for you.
What you’ll be doing:
- Guide new customers through the onboarding process with clarity and care
- Process applications and accurately input customer data into internal systems
- Perform identity verification and regulatory checks (including KYC)
- Communicate onboarding progress and next steps clearly to customers
- Collaborate with internal teams to resolve queries and ensure smooth setup
- Handle sensitive information securely and professionally
- Deliver an outstanding first impression—every time
What you’ll bring to the role:
- Exceptional attention to detail and accuracy
- Strong understanding of administrative processes
- Familiarity with regulatory requirements and data handling
- Clear, confident communication skills—both written and verbal
- Ability to manage deadlines and prioritise tasks
- A caring, customer-first approach
- Dependability, consistency, and strong judgment
Sound like the right fit? Due to continued growth and success my client is building a team of talented, purpose-driven professionals who want to make a difference. If you’re ready for a new challenge in a role that combines meaningful work, professional growth, and great benefits—apply now.
New Business Advisor, Financial Services employer: Sherborne Talent Solutions
Contact Detail:
Sherborne Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Advisor, Financial Services
✨Tip Number 1
Familiarise yourself with the onboarding process in financial services. Understanding the steps involved and common challenges can help you demonstrate your proactive approach during interviews.
✨Tip Number 2
Brush up on your knowledge of regulatory requirements, especially KYC (Know Your Customer) processes. Being able to discuss these confidently will show that you're serious about handling sensitive information responsibly.
✨Tip Number 3
Practice your communication skills by role-playing customer interactions. This will help you convey information clearly and effectively, which is crucial for guiding new customers through the onboarding process.
✨Tip Number 4
Network with professionals in the financial services sector. Engaging with others in the field can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace New Business Advisor, Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the New Business Advisor role. Emphasise your attention to detail, customer service experience, and any familiarity with financial services or regulatory requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping customers and your proactive approach. Mention specific examples of how you've successfully guided clients through processes in the past, demonstrating your ability to communicate clearly and effectively.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as strong communication abilities, attention to detail, and experience with administrative processes. Use bullet points to make these stand out.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Sherborne Talent Solutions
✨Show Your Passion for Customer Service
Make sure to express your enthusiasm for helping customers during the interview. Share examples of how you've gone above and beyond to assist clients in the past, as this role is all about providing exceptional support.
✨Demonstrate Attention to Detail
Since the role requires accuracy in processing applications and handling sensitive information, be prepared to discuss your methods for ensuring precision in your work. You might want to mention any tools or techniques you use to stay organised.
✨Familiarise Yourself with Regulatory Requirements
Brush up on key regulatory requirements related to financial services, especially KYC (Know Your Customer) processes. Being knowledgeable about these topics will show that you're serious about compliance and can handle sensitive data responsibly.
✨Practice Clear Communication
As communication is crucial in this role, practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter when guiding customers through the onboarding process to showcase your communication skills.
