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, and operational controls.

Candidate Requirements

• Background in customer service or sales, either face‑to‑face or telephone‑based.

• Experience within financial services is beneficial but not essential.

• Strong communication skills, including purposeful questioning and attentive listening.

• Ability to motivate and support colleagues, contributing to team performance.

• Excellent time management and ability to handle varied customer interactions.

• Adaptability and willingness to learn new systems, processes, and priorities.

Benefits Package

• Annual discretionary bonus

• 25 days annual leave plus bank holidays (increasing with service)

• Holiday trading scheme

• Employer pension contributions up to 10%

• Access to wellbeing support and employee discount platforms

• Three paid volunteering days per year

• Access to colleague savings and mortgage products (conditions apply)

• Private medical insurance

• Salary‑sacrifice scheme for hybrid/electric vehicles

• Ongoing training and development opportunities

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.