Customer Consultant

Customer Consultant

Southport

Part time

Hours - Wednesday to Friday 9AM to 4:30PM and Saturdays (On a rota basis) 9AM to 12PM

Who Are We?

We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.

Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values. We empower our clients to achieve financial freedom and create a lasting legacy, while supporting our team members in finding satisfaction in their work, advancing in their careers, and taking pride in their accomplishments.

KBA are passionate about giving back to the community and helping those who need it where we can. We do this on both a company level and an individual level to engage with amazing causes close to our hearts.

We’re currently a talented, ambitious team of over 40 people with plans for continued growth over the years to come. Having doubled in size in the last few years and growing our turnover by over 25% per year consistently, it’s an exciting time to consider a career with us at KBA.

Our ethos is that we want to help people have better lives. That includes our team members, clients, and causes that are close to our hearts. So why not be part of this exciting, growing team that genuinely cares about your future and the impact we have on you, the customers, and the communities in which we operate?

The Role

We’re on the hunt for a Customer Consultant to join our team in Southport. As a Customer Consultant, your primary goal is to deliver an exceptional customer experience, whether you’re welcoming our customers or providing information on our products and services, you’ll always deliver an outstanding customer experience every step of the way making sure that what we do is always in our customer’s best interests. You will be dealing with customers financial transactions and opening savings accounts on behalf of the Building Society that we look after.

Progression

The Customer Consultant Role can be the ideal starting and training role to learn the fundamentals of Financial Services. At KBA offer wide progression opportunities from customer consultant through to Chartered Financial Planner or into the Management team, anyone looking for a career would fit right at home. We offer on the job support for personal development, taking your career to where you best fit in

Requirements

• A proven track record in delivering a fantastic Customer experience.
• Previous experience of working in customer-facing sales environment.
• Experience of building strong relationships with your customers.
• Financial Services Industry knowledge (desirable, but not essential as training will be provided).
• Good administration and computer skills.
• Excellent team working skills.
• Fantastic communication skills both written and verbal.
• Excellent attention to detail.

Benefits:

• 25 Days holiday plus bank holidays and your birthday off
• Life Insurance
• Income Protection
• Bonus scheme
• Pension - Salary sacrifice matched up to 5%
• Death in service 4x your salary
• We offer study and exam support
• Discounted financial products and advice
• Learning library