Full job descriptionAre 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.
Attributes
*Positive, friendly and customer-focused
*Strong attention to detail and accuracy
*Professional, trustworthy and reliable
*Comfortable managing multiple tasks in a busy office environment
*Willing to learn, develop and progress into a qualified advisor role