Trainee Financial Services Advisor

Are you looking for a people-focused role where your communication skills really matter?

Do you enjoy talking to people, building rapport and keeping conversations flowing naturally?

Are you keen to build a long-term career in financial services with clear progression and professional qualification support?

Our client is a growing financial services business based in Banbury, operating within the protection and advisory space. Due to continued growth, they are looking to recruit a Trainee Financial Services Advisor to join their friendly, customer-focused team.

This is a phone-based role where personality is key. You will guide customers through the creation of a free Will, ensuring a positive and professional experience from start to finish. During these conversations, you will naturally introduce protection services and book appointments for customers to speak with a qualified Protection Advisor. This opportunity is ideal for someone looking to start or build a career in financial services, with full training provided and genuine progression available.

Main Responsibilities:

• Speaking with customers over the phone and guiding them through the creation of a free Will
• Delivering a high standard of customer service on every call
• Building rapport and trust through clear, confident communication
• Identifying opportunities to introduce protection and insurance services in a consultative way
• Booking qualified appointments for customers to speak with a Protection Advisor
• Accurately capturing customer information and maintaining detailed records
• Working towards individual and team targets, contributing to monthly bonus earnings

Skills & Experience:

• Excellent communication skills, both spoken and written
• A confident, friendly and professional telephone manner
• Comfortable asking questions and handling objections
• Strong organisational skills with good attention to detail
• Target-driven with a positive, proactive attitude
• An interest in building a career within financial services
• Previous customer service, call handling, sales or appointment setting experience is beneficial but not essential
• Full training will be provided

Additional Information:

• Office-based role in Banbury
• Standard hours are 9am to 5pm, Monday to Friday
• On Tuesdays, Wednesdays and Thursdays the call diary runs until 6.30pm, with a later start to balance working hours
• 20 days holiday + bank holidays + Christmas shutdown
• Monthly performance-related bonus
• Professional qualification support
• Clear progression into a Protection Advisor role

If you would like to apply for this opportunity, please submit an up-to-date CV including details of your current or most recent salary and your availability or notice period.
You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role, or view contact details here:
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