Financial Services Advisor

6 days ago


West Kirby, Wirral, United Kingdom Skipton Building Society Full time
About the Role

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.
What We Offer
  • 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.
Requirements
  • 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.


  • West Kirby, Wirral, United Kingdom Skipton Building Society Full time

    Become a Key Player as a Customer Service Consultant At Skipton Building Society, we pride ourselves on being a member-owned financial institution dedicated to serving our community. As a Customer Service Consultant, you will play a vital role in our West Kirby Branch, acting as a trusted advisor to our members and assisting them in reaching their...


  • West Kirby, Wirral, United Kingdom Skipton Building Society Full time

    Become a Key Player as a Customer Service Consultant At Skipton Building Society, we pride ourselves on being a member-owned financial institution dedicated to serving our community. As a Customer Service Consultant, you will play a vital role in our West Kirby Branch, representing our values and assisting customers in reaching their financial...


  • West Kirby, Wirral, United Kingdom Skipton Building Society Full time

    About the RoleWe are seeking a highly skilled and enthusiastic Customer Service Consultant to join our team at Skipton Building Society. As a key member of our branch team, you will be responsible for delivering exceptional customer service and providing expert advice on our range of savings and lending products.Key ResponsibilitiesEngage with customers to...


  • West Kirby, Wirral, United Kingdom Skipton Building Society Full time

    Become a Key Member of Our Customer Support Team At Skipton Building Society, we pride ourselves on being a member-owned mutual organization. As a Client Support Specialist, you will play a vital role in representing our society and assisting our clients in reaching their financial aspirations. Our mission is to empower individuals to secure housing,...

  • Financial Advisor

    3 months ago


    West Yorkshire, United Kingdom Fram Search Full time

    Book of clients given - Employed role - Junior or newly qualified advisor Fram are working with a Halifax based IFA, who are seeking a Junior financial advisor to join their team. This role is to take over existing clients from some of the more senior advisors in order for them to develop new business. Our client is happy to talk to a or new qualified...


  • West Malling, United Kingdom Cabot Financial Full time

    **Are you a Talent Acquisition Advisor with excellent relationship building experience?** **Are you delivery and customer focused, capable of managing and prioritising workloads with multiple vacancies, delivering across a variety of volume and non-volume roles?** **Are you skilled in direct sourcing?** As a Talent Acquisition Advisor at Cabot, you’ll...


  • West Sussex, United Kingdom Quilter Financial Planning Full time €50,000

    Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst...


  • West Sussex, United Kingdom Quilter Financial Planning Full time €50,000

    Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst...

  • Financial Advisor

    1 month ago


    West Midlands, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Financial Advisor (Employed or Self Employed)Location:WolverhamptonBenefits:Competitive Salary, PMI, Flexible HoursSalary:£35,000 to £45,000 (Depending on qualifications and experience)About the Company:Our client is a respected, family-run firm based in Wolverhampton, known for its...

  • Mortgage Advisor

    1 week ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorIncrease your chances of reaching the interview stage by reading the complete job description and applying promptly.Location: West Sussex and Hampshire Job Type: Full-TimeAbout Us:We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you...

  • Mortgage Advisor

    3 weeks ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...

  • Mortgage Advisor

    3 weeks ago


    West Sussex, United Kingdom Quilter Financial Planning Full time €50,000

    Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home...

  • Mortgage Advisor

    2 weeks ago


    West Sussex, United Kingdom Quilter Financial Planning Full time €50,000

    Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home...

  • Mortgage Advisor

    1 month ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...

  • Mortgage Advisor

    3 weeks ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...

  • Mortgage Advisor

    2 weeks ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst...

  • Mortgage Advisor

    3 weeks ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...

  • Mortgage Advisor

    4 days ago


    West Durrington, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeWhile professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best...

  • Mortgage Advisor

    7 days ago


    West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeWhile professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best...

  • Junior Paraplanner

    5 days ago


    West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the RoleWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a key role in supporting our financial services team in delivering exceptional client experiences.Key ResponsibilitiesCollate client information and conduct product research to...

  • Junior Paraplanner

    5 days ago


    West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the RoleWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a key role in supporting our financial services team in delivering exceptional client experiences.Key ResponsibilitiesCollate client information and conduct product research to...


  • West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job DescriptionJob Title: Junior ParaplannerJob Type: Full-timeLocation: Remote (with occasional office visits)Job Description:We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a key role in supporting our financial services team in...

  • Mortgage Advisor

    3 weeks ago


    West Sussex, UK, South East England, United Kingdom Quilter Financial Planning Full time

    Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...

  • Financial Advisor

    2 months ago


    Wolverhampton, West Midlands, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €35,000 - €45,000

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Financial Advisor (Employed or Self Employed) Location: Wolverhampton Benefits: Competitive Salary, PMI, Flexible Hours Salary: £35,000 to £45,000 (Depending on qualifications and experience) About the Company: Our client is a respected, family-run firm based in...