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For Companies At a Glance
- Tasks: Engage with customers to help them achieve their financial goals through personalised consultations.
- Company: A leading financial institution committed to community impact and customer service.
- Benefits: Permanent role with a competitive salary of £30,400 and 36 hours per week.
- Why this job: Make a real difference in people's lives by guiding them towards their financial dreams.
- Qualifications: Passion for customer service and strong communication skills.
- Other info: Join a supportive team and grow your career in the finance sector.
The predicted salary is between 30400 - 42300 £ per year.
A prominent financial institution is seeking a Financial Consultant in the City of Edinburgh. This role requires a passion for customer service and engagement through ‘My Review’ appointments. You will help customers understand their financial goals and identify appropriate products while providing first-class service.
The position is a permanent role, working 36 hours per week with an annual salary of £30,400. Join us to make a positive impact in our communities and help customers achieve their financial dreams.
Branch Financial Consultant & Customer Advisor employer: Skipton Building Society
Contact Detail:
Skipton Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Financial Consultant & Customer Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work at the institution you're eyeing. A friendly chat can open doors and give you insider info on what they're really looking for.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Consultant roles and practice your responses. We want you to shine when discussing how you can help customers achieve their financial goals.
✨Tip Number 3
Show off your customer service skills! During interviews, share specific examples of how you've gone above and beyond for customers in the past. This will demonstrate your passion for providing first-class service.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Branch Financial Consultant & Customer Advisor
Some tips for your application 🫡
Show Your Passion for Customer Service: When writing your application, let your enthusiasm for customer service shine through. Share examples of how you've engaged with customers in the past and how you’ve helped them achieve their goals. We want to see that you genuinely care about making a positive impact!
Tailor Your Application: Make sure to customise your application to highlight your relevant experience and skills that align with the role. Mention specific financial products or services you’re familiar with, as this shows us you understand what we do and how you can contribute.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for the team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
How to prepare for a job interview at Skipton Building Society
✨Know Your Financial Stuff
Brush up on your financial knowledge before the interview. Understand the products and services offered by the institution, and be ready to discuss how they can help customers achieve their financial goals.
✨Show Your Customer Service Passion
Prepare examples from your past experiences that highlight your customer service skills. Think about times when you went above and beyond for a customer, as this role is all about providing first-class service.
✨Practice 'My Review' Appointments
Familiarise yourself with the concept of ‘My Review’ appointments. Be ready to explain how you would engage with customers during these sessions and help them identify suitable financial products.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company culture, team dynamics, and how success is measured in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
