Average Financial Consultant salary in West Midlands (Region)

Job Title: Financial Support Consultant (12 month Fixed Term Contract) Location: TSB Office Barnwood, Gloucester Hours: 9am – 6pm Monday to Friday and 9am – 1pm on a Saturday, including bank holidays. Full time working hours are 35 hours per week. Salary: £26,160 (£24,000 base, plus cash allowance of £2,160) and excellent benefits Closing Date: 16 November 25 Start Date: 12 January 26 At TSB we’re all here to give money confidence to our customers and communities. Wherever you work in TSB you can make a real difference to your career, our business, and the wider community. We’re looking for people who are as passionate as we are about providing a brilliant experience to customers. At TSB we’re here to make banking better for everybody by helping people be confident in managing their money – we call this Money Confidence. How you’ll make a difference As a Financial Support Consultant within our Financial Support telephone-based team you’ll spend your time helping people when they are experiencing money worries. You’ll be there to find out exactly what our customers need by listening, building relationships and a detailed picture of each unique situation. Helping our customers and our business at the most critical of times. What you’ll bring Financial services experience isn’t essential, but thanks to your excellent communication skills, and a proven talent for customer service, you’ll have no problem learning quickly and meeting our customer’s needs. • By feeling what the customers feel you’ll be able to consistently engage with them in the most productive way when they need us. • Multi-skilled to carry out a variety of administrative and telephony customer service activities, ensuring that the work is completed in line with all specified TSB processes, procedure, standards and relevant external regulations. • Helping customers in financial difficulty, exploring ways to support them back to good financial health. • Takes ownership of complaints and resolves in line with TSB complaint handling policy as well as completing the root cause analysis. • Customers want to speak to friendly, helpful people when they call their bank. You’ll be able to find out exactly what our customer’s needs are by listening to them and building good relationships, always looking to be better for each customer. • You’ll be there to give customers clear information and advice by following TSB support tools. You’ll answer calls, build a rapport and help make sure that every TSB customer gets the most out of what the bank has to offer. • Delivering for our customers and keeping things simple is key. You will support customers with all their banking queries and be keen to develop yourself to build capability and confidence enabling you to help customers in different ways. What we offer in return We’ll pay you a base salary of £24,000 from day one, and an excellent benefits package which includes: • Extra 9% of your salary (£2,160) to either take as cash in your pay or to spend on flexible benefits (dental plan, cycle2work, buying extra holidays, etc.) • Variable Pay Award (5%/£1,200 on target) based on company performance. • Fantastic company pension – TSB contributing up to 13% • 25 days holidays (plus bank holidays) • Private HealthcareSelection process: You will have a structured, competency-based interview with the Hiring Manager plus another member of the team. Here are some of the questions you’ll be asked at interview: 1. Motivation - What motivates and energises you? 2. Drive Better - If a situation occurred where you were trying hard to do your best at work but a customer was still not happy with your service, and was getting angry and upset, how would you respond? 3. Customer Focus - Describe a time when you gained the trust of a customer or colleague? 4. Inclusion - Describe how your career / life has been impacted by exposure to diverse people, places or experiences.If this sounds right up your street, come and join our team. We make things happen! We are TSB. Life Made More.

I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Bristol. We're looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Bristol. You'll benefit from inheriting a book of clients and enjoy the autonomy of flexible working. Candidates will need to reside local to Bristol for this opportunity. What We're Looking For Level 4 qualified Financial Adviser (minimum)Experience serving high-net-worth or mass-affluent clientsA strong communicator with a client-first, tech-forward mindsetIdeally, experience or network in the medical sectorHighly self-driven and comfortable in a hybrid working model What They Offer Established portfolio of loyal, high-value clients28 days of annual leave plus bank holidaysBonus structure above industry standardsFlexible hybrid working model with regional supportA growth-oriented environment led by a progressive leadership team Reach out in confidence to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Job Title/Location: Financial Services Administrator, South GloucestershireSalary: To £34,000 + bonus + pension + life/health benefitsOffice/WFH: Fully office basedRequirements: Previous IFA administration experience preferred, but will also consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Mortgage Admin, Banking Admin etc.Role Snapshot: Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new businessThis office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided.The Company/Team: This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors. The office is based just South of Yate.The Role: This Financial Services Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include:Assisting in preparing annual reviewsCompleting files to meet company compliance standardsLiaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee BenefitsAssist in preparing simple suitability reportsProcessing & submitting new business (online + postal applications) and monitoring applicationsInput of adviser fees/commission onto IO, raising invoicesProcessing amendments to existing plans e.g. fund switchesPersonal diary management in Outlook & IntellifloSkills / Experience Required: For this Financial Services Administrator opening, previous IFA administration experience is our clients preference, but also open to those working in areas such as pensions admin, SIPP admin, life & protection admin, banking admin etc. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver.Additional Information: The salary for the Financial Services Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below.The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.