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Financial Services Consultant

2 months ago

Huddersfield, Kirklees, United Kingdom Rayner Personnel Full time £28,000 - £34,000
Position:
Financial Services Consultant

Location:
Remote

Are you an enthusiastic professional with a dedication to delivering outstanding financial advice?

Our client is seeking a talented individual to become part of their innovative team, where your skills will play a crucial role in guiding clients towards their financial aspirations.


Compensation and Benefits:

• Competitive base salary between £28,000 and £34,000 annually
• 20% commission structure
• Leads generated by an in-house team
• Attractive bonus opportunities
• Flexible working conditions with a mix of remote and in-office days.

Key Duties:

  • Develop and maintain a strong pipeline of potential clients through proactive outreach and effective networking.
  • Perform comprehensive assessments of client needs, actively engaging with their objectives and concerns to offer tailored solutions.
  • Stay informed about the latest developments in mortgage, protection, and insurance products, ensuring compliance with industry standards.
  • Provide exceptional client service, demonstrating professionalism, empathy, and a commitment to client welfare.
  • Work collaboratively with various teams to enhance processes and improve the overall client journey.

Qualifications:

  • At least 2 years of relevant experience in the financial services sector, showcasing a history of successful sales and client satisfaction.
  • In-depth understanding of mortgage offerings, life insurance, and general insurance products, supported by appropriate certifications.
  • Excellent communication and interpersonal skills, capable of building rapport with clients from diverse backgrounds.
  • Strong organizational and time management skills, thriving in a fast-paced environment.
  • Commitment to ongoing professional development and adaptability to industry changes.
  • Valid driver's license and reliable transportation for client meetings.

Application Process:

For those interested in the Financial Services Consultant position, please submit your CV through the appropriate channels.

Note:
Rayner Personnel – Property Recruitment is acting as a recruitment agency for this role. By applying, you consent to the processing and storage of your data for job search purposes. We appreciate all applications and strive to respond promptly. If you do not receive a response within a reasonable timeframe, please consider applying for other opportunities in the future.