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.

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