Financial Services Consultant

3 weeks ago


Luton, Luton, United Kingdom Clark James Head Office Full time

Job Title: Financial Services Consultant

Clark James Head Office is seeking a skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for assisting customers in the Luton and surrounding areas with their financial needs.

Key Responsibilities:

  • Assisting customers with financial products and services
  • Providing ongoing quality customer service
  • Expanding existing customer sales through regular reviews
  • Expanding the customer base through referrals and other direct sales techniques
  • Attending regular meetings with the Area Manager and colleagues
  • Completing all documentation required by the Company
  • Acting in accordance with the FCA Code of Conduct for Company Representatives

Requirements:

  • No previous experience within Financial Services is required
  • Previous sales experience is essential
  • Confident and ambitious
  • Excellent communication and presentation skills

About Us:

Clark James Head Office is a leading recruitment agency specializing in Financial Services. We are committed to providing our clients with the best possible service and our consultants with the support and training they need to succeed.



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