Job Description:

Are you a confident communicator with solid commercial office experience who enjoys helping customers make informed financial decisions? Do you thrive in a professional environment where accuracy, organisation and relationship‑building matter? Are you looking to progress your career in financial services — ideally with CeMAP or working towards it?

If you’re ready for a step up into a more advisory‑focused role, this position offers full training, structured development and a clear pathway into becoming a fully qualified Finance Advisor.

The Role

You’ll join a growing financial services team, supporting customers with financial insurance and protection products. This role suits someone who already has commercial office experience — such as customer service, sales support, financial administration or compliance‑based work — and now wants to move into a more advisory, client‑focused position.

You’ll handle customer enquiries, prepare cases, explain products clearly, and support senior advisors while developing your own advisory capability.

Key Responsibilities

• Speak with customers to understand their needs and recommend suitable financial insurance products

• Provide clear, accurate and compliant information to help clients make confident decisions

• Support senior advisors with case preparation, documentation and follow‑up

• Maintain accurate records and ensure all advice meets regulatory standards

• Build strong customer relationships through trust, clarity and excellent service

• Work towards achieving relevant financial qualifications (CeMAP supported)

• Upsell and cross‑sell additional products where appropriate

• Handle inbound enquiries and proactively follow up leads

• Support the wider team with administrative and customer‑service tasks

Products You’ll Work With

• Life insurance

• Income protection

• Critical illness cover

• Mortgage protection

• Home and family protection products

• Additional financial insurance solutions

Ideal Candidate Profile

You’ll be a confident communicator with proven commercial office experience — ideally in customer service, sales support, financial administration, insurance, or any role requiring accuracy, professionalism and client interaction.

You don’t need to be fully qualified yet; what matters is your ability to work professionally, manage tasks effectively, and communicate clearly with customers.