Customer Sales Advisor
7 months ago
Job Overview: We are seeking a dedicated Client Advisor to join our team in providing exceptional customer service and tailored financial advice to our clients. The role involves building strong relationships with clients, understanding their financial needs, and recommending suitable products and services. Responsibilities: - Engage with clients to understand their financial goals and objectives - Provide personalised financial advice and recommend appropriate products - Assist clients in opening accounts, managing investments, and planning for the future - Stay updated on financial products, market trends, and regulatory requirements - Handle client inquiries and resolve issues promptly and professionally - Collaborate with internal teams to ensure seamless service delivery Qualifications: - Proven experience in a customer-facing role within the financial services sector - Strong understanding of financial products such as savings accounts, investments, and pensions - Excellent communication skills with the ability to explain complex financial concepts clearly - Proficiency in using financial software and tools for account management - Ability to work well under pressure and meet targets effectively - Relevant qualifications in finance or banking are desirable Join our team as a Client Advisor to make a positive impact on our clients' financial well-being while advancing your career in the finance industry.
**Job Types**: Full-time, Part-time, Permanent
Pay: £19,668.00-£27,665.00 per year
**Benefits**:
- Company pension
- Employee discount
- On-site parking
Schedule:
- 10 hour shift
- 8 hour shift
- Day shift
- Every weekend
- Monday to Friday
- Night shift
- Weekend availability
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
- Tips
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- Retail sales: 1 year (preferred)
- Customer service: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
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