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Financial Consultant

Hybrid Investment Member Service Advisor

Job in Woking, Surrey County, GU22, England, UK
Listing for: Aegon UK
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Woking is looking for an On-Going Service Review Consultant to improve customer experiences for investment members. This role focuses on reviewing investment portfolios and discussing necessary changes with members. The ideal candidate must have strong telephony and customer service skills and the ability to collaborate effectively. The position includes a competitive salary and offers hybrid work alongside a generous benefits package, including an enhanced pension scheme and leave benefits.
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