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