Financial Services Consultant

1 day ago


Walthamstow, Greater London, United Kingdom FREEADS Full time
Financial Services Consultant

We are seeking a highly motivated and organized Financial Services Consultant to join our team at FREEADS. In this role, you will be responsible for:

  1. Providing expert mortgage advice and protection to clients;
  2. Developing and implementing financial plans tailored to individual client needs;
  3. Building strong relationships with existing clients to drive repeat business;
  4. Meet sales targets by delivering exceptional customer service.

You will work closely with our Admin Support Team to ensure all cases are completed and compliant with FCA regulations. The ideal candidate will possess:

  • Customer focus and a passion for delivering exceptional service;
  • Numeracy and literacy skills with attention to detail;
  • A high level of numeracy to handle complex financial calculations;
  • Ability to work under pressure and meet deadlines.


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