Financial Consultant
Search • Solihull, West Midlands (County) • Posted July 15, 2026
Position Overview
The Role
This position centres on delivering structured financial wellbeing conversations with customers, helping them understand their goals and identifying suitable non‑advised financial products. The role blends customer service, relationship building, and product knowledge within a community‑focused branch environment and digital channels.
Key Responsibilities
Conduct scheduled customer appointments (in‑person, virtual, or outbound calls) to review financial goals and match needs to appropriate non‑advised products.
Build rapport through active listening, strong questioning, and personalised conversation.
Maintain accurate customer records and ensure appropriate support for vulnerable individuals.
Collaborate closely with in‑branch financial specialists to identify opportunities and maintain ongoing relationships.
Share knowledge with colleagues to support a unified team culture.
Follow internal policies, compliance standards,...
This position centres on delivering structured financial wellbeing conversations with customers, helping them understand their goals and identifying suitable non‑advised financial products. The role blends customer service, relationship building, and product knowledge within a community‑focused branch environment and digital channels.
Key Responsibilities
Conduct scheduled customer appointments (in‑person, virtual, or outbound calls) to review financial goals and match needs to appropriate non‑advised products.
Build rapport through active listening, strong questioning, and personalised conversation.
Maintain accurate customer records and ensure appropriate support for vulnerable individuals.
Collaborate closely with in‑branch financial specialists to identify opportunities and maintain ongoing relationships.
Share knowledge with colleagues to support a unified team culture.
Follow internal policies, compliance standards,...