Financial Services Consultant

  • East Bristol
  • Full time, permanent
  • Full UK driving licence and access to own vehicle required

Join our client’s friendly team as a Financial Services Consultant! In this role, you’ll proactively build, manage, and grow a strong referral pipeline. You’ll be developing trusted relationships and supporting long-term business growth. Our client is a well-established property brand, and this role requires someone with financial services experience.

Key duties will include:

  • Advising clients on and writing mortgages in a timely and compliant manner
  • Arranging appropriate life insurance and protection policies
  • Securing mortgage offers to support both immediate and future property purchases
  • Managing and nurturing client relationships from initial enquiry through to completion
  • Working closely with branch teams to maximise referral opportunities

Required skills and experience:

  • Experience within financial services
  • Relevant financial services qualifications
  • Strong time management and organisational skills
  • Effective written and verbal communication skills
  • Full driving licence with access to own vehicle

This role is based across two main offices in east Bristol. The hours are Monday-Friday 8:45am-6pm. In return, you will receive a competitive salary with OTE and a great benefits package.

If this sounds like the next challenge for you, please apply today!