Financial Consultant — Customer-First Banking Expert in London
Financial Consultant — Customer-First Banking Expert

Financial Consultant — Customer-First Banking Expert in London

London Full-Time 30400 - 30400 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage customers and provide tailored financial solutions through personalised appointments.
  • Company: Dynamic financial services organisation focused on customer-first banking.
  • Benefits: Competitive salary, annual leave, and a range of employee perks.
  • Why this job: Make a real difference in customers' financial lives while enjoying a fulfilling workplace.
  • Qualifications: Strong customer relationship skills and a passion for exceptional service.

The predicted salary is between 30400 - 30400 £ per year.

A financial services organization in the United Kingdom is seeking a Financial Consultant for their Edinburgh & North Berwick branches. This permanent role involves engaging customers through ‘My Review’ appointments, understanding their financial goals, and providing tailored solutions.

Ideal candidates will possess strong customer relationship skills and a passion for exceptional service.

Benefits include a competitive salary of £30,400 per annum, annual leave, and a range of employee perks, creating a fulfilling workplace environment.

Financial Consultant — Customer-First Banking Expert in London employer: Skipton Building Society

Join a leading financial services organisation that prioritises customer engagement and satisfaction in the heart of Edinburgh & North Berwick. With a competitive salary, generous annual leave, and a culture that fosters personal growth and exceptional service, this role offers a rewarding opportunity to make a meaningful impact in clients' financial journeys while enjoying a supportive and dynamic work environment.
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Contact Detail:

Skipton Building Society Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Consultant — Customer-First Banking Expert in London

Tip Number 1

Network like a pro! Reach out to current employees at the financial services organisation through LinkedIn or local events. A friendly chat can give us insider info and might just get your foot in the door.

Tip Number 2

Prepare for those interviews by practising common questions related to customer service and financial consulting. We can even role-play with friends to boost our confidence and refine our answers.

Tip Number 3

Showcase your passion for exceptional service! During interviews, share specific examples of how you've gone above and beyond for customers. This will help us stand out as the ideal candidate for the role.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive tips and resources available there to help you land that dream job.

We think you need these skills to ace Financial Consultant — Customer-First Banking Expert in London

Customer Relationship Skills
Financial Analysis
Tailored Solutions Development
Exceptional Service Orientation
Communication Skills
Engagement Skills
Problem-Solving Skills
Understanding of Financial Goals

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Consultant role. Highlight your customer relationship skills and any relevant financial experience to show us you’re the perfect fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about customer-first banking and how you can help our clients achieve their financial goals. Keep it engaging and personal!

Showcase Your Customer Service Skills: In your application, don’t forget to mention specific examples of how you've provided exceptional service in the past. We love hearing about real-life experiences that demonstrate your commitment to putting customers first.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Skipton Building Society

Know Your Financial Stuff

Brush up on your financial knowledge, especially around customer-first banking principles. Be ready to discuss how you can help customers achieve their financial goals and provide tailored solutions.

Showcase Your Customer Relationship Skills

Prepare examples from your past experiences where you've successfully built relationships with customers. Highlight how you’ve gone above and beyond to provide exceptional service, as this is key for the role.

Understand the Company Culture

Research the financial services organisation and its values. Be prepared to explain why you want to work there and how you align with their mission of putting customers first.

Ask Thoughtful Questions

Prepare insightful questions to ask at the end of the interview. This shows your genuine interest in the role and helps you understand how you can contribute to the team and the company’s success.

Financial Consultant — Customer-First Banking Expert in London
Skipton Building Society
Location: London

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