Financial Services Advisor
6 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Consultant at our West Kirby Branch.
Key Responsibilities- Engage with customers to understand their financial needs and provide tailored solutions to meet their goals.
- Act as the first point of contact for customers in branch, providing exceptional service and support.
- Proactively contact customers to discuss their needs and preferences.
- Educate customers on our range of financial products and services.
- Maintain accurate customer records and identify vulnerable customers who require additional support.
- Adhere to company policies, standards, and controls to ensure excellent customer service.
- Annual discretionary bonus scheme with an average on-target bonus of 8%.
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days after 5 years.
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
- Generous employer pension contributions up to 10% per annum.
- Access to the Lifeworks employee assistance program and online employee discount platform.
- Two paid volunteering days per year to support local charities.
- Passion for delivering exceptional customer service.
- Excellent communication, engagement, and listening skills.
- Ability to work well with others and adapt to changing priorities.
- Strong time management and problem-solving skills.
- Ability to grow and develop with the company.
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