Financial Services Advisor

Job description

Sigmar are currently working with a leading Financial Services client in their search for a Financial Services Advisor. This is a growing are for the business and offers excellent career progression and senior stakeholder exposure.


  • Communicate and support new and existing customers, via phone and email, to accurately understand their financial situation, finalizing a relevant repayment plan which opertates effectively for both the customer and the company. 
  • Handling new customer set-up, referrals and CyberZone. 
  • Knowledge of CBI and relevant regulations required.
  • Develop and maintain vital working relationships, both internally and externally, ensuring excellent Team Work at all times. 
  • Ability to deal with external stakeholders regrading areas such as, Debt Management, Fraud and Insolvency and Deceased.
  • Possessing a professional approach to work, always representing the company, championing their vision and brand. 


  • Experience in a Customer facing role is vital. 
  • Written and verbal communication skills and excellent emotional intelligence necessary.
  • Previous experience reaching targets, SLA's and KPI's. 
  • Experience working well as part of a team. 
  • Awareness and knowledge of CBI and Regulatory Requirements, Data Protection, Advertising Standards Authority, Financial Services and Pensions Ombudsman, call handling reguation, business complaints and escalation processes. 

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