Banking advisor Work, Jobs in Coventry (with Salaries)

Business Setup Advisor
Auton Consulting Limited —Nuneaton
- £12.71 an hour
- Full-time
- Computer literacy
- In-person
Quick apply
Customer Experience Advisor | S1 | Retail Banking | Wigston
A01 Santander UK plc —Wigston Magna
- From £25,000 a year
- Full-time
- Cash handling
- Banking
7h
Senior Customer Service Advisor
Barclays —Birmingham
- £27,700 a year
- Weekend availability
- Banking
- Life insurance
2d
Corporate Development Manager (Interim)
Mpac —Coventry
- Full-time
- Microsoft Powerpoint
- Travel
- Leadership
Quick apply
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Continuous improvement
- Team management
- Mentoring
- Employee assistance programme
Banking Associate / Senior Associate
Gateley —Birmingham
- Hybrid work
- Business development
- Banking
- Negotiation
- Annual leave
- Employee assistance programme
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Data analysis skills
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Workforce Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Communication skills
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Employee assistance programme
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Investment Advisor
CRS Ltd —Birmingham
- Banking
Portfolio Manager
Close Brothers —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
- Time management
Associate Trade Sales Director
Lloyds Banking Group —Birmingham
- £61,344 - £68,160 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
11d
Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Management
- Writing skills
- Employee assistance programme
Trade Sales Director
Lloyds Banking Group —Birmingham
- £100,105 - £117,770 a year
- Full-time
- Hybrid work
- Business development
- Leadership
- Banking
11d
Corporate Finance Associate Director
Grant Thornton UK LLP —Birmingham
- Full-time
- Business development
- Analysis skills
- Mentoring
- Employee discount
Technical Account Manager
Integral UK —Birmingham
- Full-time
- Continuous improvement
- Banking
Quick apply
Director, Wealth Manager
Royal Bank of Canada —Birmingham
- Full-time
- Business development
- Team management
- Financial services
14d
Asset & Wealth Management - Software Engineering Lead - Vice President - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Mentoring
- AI
- Leadership
- Employee assistance programme
Corporate Tax, Senior Manager
KPMG —Birmingham
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Mentoring
- Annual leave
- Employee assistance programme

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banking advisor jobs near coventry

Business Setup Advisor

Auton Consulting Limited
Nuneaton

Quick apply

Job details

Full-time
£12.71 an hour

Qualifications

Customer service call handling
Inbound customer enquiry call handling
Computer literacy
Appointment booking and call handling
Customer interaction
Outbound calling

Full job description

Job overview

We are looking for a confident, organised and friendly Business Setup Advisor to support people who have booked a free business setup call with us.

This is primarily an inbound, pre-booked telephone role. It is not an aggressive sales or cold-calling position. You will guide customers through the initial stages of setting up their business, helping them understand what they need to do and making the process as clear and straightforward as possible.

The role mainly involves helping customers set up a limited company, apply for an appropriate business bank account, complete the required setup steps and resolve basic questions or difficulties along the way.

Key responsibilities

Take scheduled telephone calls with people who have booked a free business setup call
Guide customers through setting up a limited company
Help customers apply for an appropriate business bank account
Explain the required setup steps clearly and make sure each person knows what to do next
Communicate professionally with customers through WhatsApp
Follow up with people who have not completed their next steps
Answer basic customer questions and help resolve straightforward difficulties
Book or confirm follow-up calls where required
Keep clear and accurate notes on each person's progress
Update the company's lead-management spreadsheet or system
Help customers progress through the setup journey without unnecessary delays
Escalate unusual or complex issues to the appropriate team member

What the role involves day to day

Your day will consist of scheduled telephone calls, WhatsApp conversations, follow-ups and administrative updates. You will work through a structured process for each customer, record their progress accurately and make sure they understand their next step.

Some people will complete the process quickly, while others may need reminders or additional guidance. You will need to follow up consistently and professionally without being rude or overly pushy.

What we are looking for

The ideal candidate will be:

Confident and friendly on the telephone
Comfortable speaking with different types of people
Professional when communicating through WhatsApp
Organised, reliable and able to manage follow-ups
Comfortable following structured scripts and processes
Capable of keeping clear and accurate notes
Persistent with follow-ups without being overly pushy
Comfortable using computers, spreadsheets and online systems
Able to commute reliably to the CV11 area for every shift
Available to work the full Monday-to-Friday schedule of 12:00pm to 8:00pm

Previous experience in customer service, telephone work, administration, appointment setting or sales support would be useful, but it is not essential. Previous experience in company formation or business banking is not required.

Training and support

Full training will be provided. You will receive the scripts, processes and practical guidance needed to carry out the role, together with ongoing support when questions or more complex situations arise.

Pay and working hours

£12.71 per hour
40 hours per week
Full-time
Monday to Friday
12:00pm to 8:00pm

Applicants must be available to work the full stated schedule.

Location

This is a fully on-site position in the CV11 area of Nuneaton, Warwickshire. It is not a remote or hybrid role. Applicants must be able to commute reliably to the workplace for every shift.

How to apply

Please apply through Indeed and answer the screening questions included with the application. We would particularly like to understand what interests you about the role and any relevant customer service, telephone, administrative, appointment-setting or sales-support experience you may have. Relevant experience is desirable rather than essential, as full training is provided.

Pay: £12.71 per hour

Application question(s):

Are you able to commute reliably to the CV11 area of Nuneaton for every shift?
Are you available to work Monday to Friday from 12:00pm until 8:00pm?
Are you comfortable taking scheduled telephone calls and following up with customers through WhatsApp?
Briefly describe any experience you have in customer service, telephone work, administration, appointment setting or sales support. Experience is desirable rather than essential, as full training is provided.
What interests you about the Business Setup Advisor position?

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

banking advisor jobs in coventry

Business Setup Advisor

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Investment Advisor

Portfolio Manager

Associate Trade Sales Director

Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham

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Corporate Finance Associate Director

Technical Account Manager

Director, Wealth Manager

Asset & Wealth Management - Software Engineering Lead - Vice President - Birmingham

Corporate Tax, Senior Manager

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