This role is a permanent position working 36 hours per week to support branch operating hours.
Salary
£34,000 Per Annum
Closing Date
Sun, 5 Apr 2026
What will you be doing?
Working closely with the Financial Advisers in branch, you will keep in touch with existing financial advice customers to conduct ‘My Review’ customer appointments to update customers on products and services on a non‑advised basis whilst seeking new opportunities. This may be face‑face, virtually or by telephone.
Engaging with customers through the ‘My Review’ customer appointment to understand and identify their needs by asking great questions, listening to the customer’s specific circumstances and tailoring the relevant solution to their needs. All the while ensuring the right outcome for the customer and the society.
Sharing your expertise and knowledge with the rest of the branch team.