Financial advisor Work, Jobs in Sonning, Brk (with Salaries)

Member Advisor
Lifetime Legal Ltd —Wokingham
- £28,500 - £33,500 a year
- Full-time
- CRM software
- Customer service
- English
- Free parking
- Employee discount
Quick apply
6d
Financial Advisor
AFH Wealth Management Cookham —Maidenhead
- £50,000.00 - £98,160.52 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
Quick apply
12d
Customer Experience Advisor - Hybrid
Punter Southall Group —Reading
- Full-time
- Customer service
- Communication skills
- Gym membership
7d
Head of Energy Customer Solutions (ECS) Finance Business Partner
SSE —Reading
- £80,700 - £160,100 a year
- Full-time
- Employee discount
6d
Junior Commercial Advisor
Verisure Services (UK) Limited —Reading
- £3,800 - £6,000 a month
- Full-time
- In-person
- Employee discount
- Referral programme
Quick apply
Group Leader Operational Readiness & Transition
AWE —Reading
- £87,000 - £97,000 a year
- Full-time
- Communication skills
- Free parking
- Annual leave
9h
Treatment Coordinator
Maidenhead - Portman Dental & Implant Clinic —Maidenhead
- From £13.92 an hour
- Full-time
- Sales
- Patient care
- Communication skills
- Employee assistance programme
Quick apply
Sales Advisor
Zohra Marketing —Hayes
- Full-time
- Sales
- Customer service
- English
- Flexible schedule
Quick apply
7d
Centralised Parts Advisor
Farol Ltd. —Thame
- £30,000 - £34,000 a year
- Full-time
- Bilingual
- Microsoft Excel
- IT
- Health & wellbeing programme
- Employee discount
Quick apply
10d
Senior Marketer, ETF Marketing
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Spanish
- English
- Project management
- Annual leave
- Life insurance
Finance Business Partner - Education
Reading Borough Council —Reading
- £44,075 - £57,139 a year
- Full-time
- Hybrid work
10d
Telesales Account Manager - Belfast / Remote
Yell Ltd —Reading
- £29,000 a year
- Full-time
- Remote
- Sales
- Communication skills
- Employee assistance programme
- Life insurance
Quick apply
Commercial Manager
Size Group —Henley on Thames
- Full-time
- Contracts
- Construction experience
- Leadership
- Annual leave
Group Financial Controller (Qualified)
DHA Architecture Limited —Binfield
- £33,000 - £47,000 a year
- Full-time
- Accounting
- Organisational skills
- In-person
- Health & wellbeing programme
- Referral programme
Quick apply
4d
EMEA Regulatory Compensation Lead
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Financial services
- Banking
- Annual leave
- Life insurance
Strategy & Planning Analyst, Technology, Engineering & Infrastructure
Invesco —Henley on Thames
- £80,000 - £90,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Business
- Annual leave
- Life insurance
10h
Retail Travel Advisor
TUI Group —Newbury
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
Customer Advisor - 11 Hours - Marlow
JoJo Maman Bébé —Marlow
- Sales
- Customer service
- IT
- Annual leave
14d
Senior Tax Accountant
Qlik —Winnersh
- Microsoft Excel
- English
- Microsoft Office
Welfare Benefits Advisor
OWL GUARDIAN SERVICES LTD —Aylesbury
- From £23,438 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Free parking
- Annual leave
Quick apply
12d

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financial advisor jobs near sonning, brk

Member Advisor

Lifetime Legal Ltd -
Wokingham

Quick apply

Job details

Permanent | Full-time
£28,500 - £33,500 a year
6 days ago

Benefits

Free parking
Company pension
Private medical insurance
Employee discount
On-site parking

Qualifications

CRM software
Customer service
English
Microsoft Office
Data entry
Organisational skills
Phone etiquette
Communication skills
Negotiation

Full job description

Membership Retention Advisor

£27,000 Basic Salary + Performance Bonus | Wokingham | Full Time | Office Based

No recruitment agencies please.

Help our members stay protected.

At Lifetime Legal, we're passionate about making legal support accessible, affordable and easy to understand.

Our members trust us to support them through some of life's biggest milestones, and our Membership Retention Advisors play a vital role in helping them continue to benefit from the protection and peace of mind our membership provides.

This is more than a customer service role. We're looking for confident communicators who enjoy influencing conversations, handling objections and helping customers recognise the value of staying with Lifetime Legal. If you're resilient, target-driven and passionate about delivering outstanding customer outcomes, we'd love to hear from you.

Why join Lifetime Legal?

We're proud to invest in our people, with over 70% of our management team promoted internally. When you join us, you'll become part of a supportive, ambitious business where your development is just as important as our customers.

Our culture is built around five core values:

Customer Focus – delivering exceptional service and putting our members first.
Integrity – acting honestly, ethically and transparently in everything we do.
Growth – supporting the development of our people and our business.
Innovation – embracing new ideas and continually improving.
Passion – making a genuine difference for our customers and each other.

About the Role

As a Membership Retention Advisor, you'll speak to existing members throughout their journey with Lifetime Legal, helping them renew or continue their membership and ensuring they receive an exceptional experience every time they contact us.

Whether you're answering membership queries, processing renewals or speaking with customers considering cancellation, you'll listen carefully, understand their needs and confidently demonstrate the value of remaining a Lifetime Legal member.

You'll balance outstanding customer service with achieving retention targets, using your communication and influencing skills to retain memberships in an ethical, customer-first way.

Key Responsibilities

Handle inbound membership enquiries professionally and efficiently.
Contact members regarding renewals and membership extensions.
Manage cancellation requests, understanding customer concerns and identifying opportunities to retain memberships.
Clearly explain the benefits and value of Lifetime Legal membership.
Collect payments to activate or renew memberships.
Deliver exceptional customer service on every interaction.
Maintain accurate customer records using internal systems.
Achieve individual retention, quality and productivity targets.
Work collaboratively with colleagues to deliver the best possible customer outcomes.

What We're Looking For

You'll thrive in this role if you enjoy speaking to people, are naturally resilient and take pride in achieving great results whilst doing the right thing for the customer.

You'll ideally have:

Previous experience in a telephone-based customer service, retention, renewals or sales role.
Excellent communication and active listening skills.
Confidence building rapport and influencing conversations over the telephone.
Strong objection handling and negotiation skills.
A customer-first approach with the confidence to ask for commitment and close conversations positively.
Good organisational skills and attention to detail.
Experience using CRM systems and Microsoft Office.
A positive attitude, willingness to learn and openness to coaching and feedback.
The ability to work independently whilst contributing to a supportive team.

Experience in any of the following would be advantageous:

Membership Retention
Customer Retention
Renewals
Insurance
Financial Services
Utilities
Telecommunications
Subscription Services

What You'll Receive

We'll provide structured training, regular coaching and ongoing development to help you succeed and progress your career.

Our benefits include:

Competitive salary with performance bonus
28 Days holiday
Your birthday off every year
Private healthcare for you and your children
Company pension
Free onsite parking and EV charging
Monthly food van, competitions and incentives
Access to discounts at over 600 retailers
Free legal advice, a complimentary Will and Lifetime Legal membership benefits

Working Hours

Monday to Friday 9:00am – 6:00pm (40 hours per week)

Please note this role is office-based during your first six months whilst you complete your probation and training.

Before You Apply

This is a target-driven membership retention role.

Success isn't just about delivering excellent customer service—it's about confidently guiding conversations, understanding our members' needs, demonstrating the value of our membership and asking for the commitment to stay with Lifetime Legal.

We're looking for people who are comfortable working towards retention and renewal targets, enjoy handling objections and have the confidence to close conversations positively. You'll use your communication and influencing skills to retain members in an ethical, customer-first way, ensuring every recommendation is in the customer's best interests.

If you're motivated by achieving results, resilient when faced with challenging conversations and take pride in balancing exceptional customer outcomes with strong business performance, we'd love to hear from you.

If you're looking for a role focused solely on customer service with no sales or retention targets, this position is unlikely to be the right fit.

Pay: £28,500.00-£33,500.00 per year

Application question(s):

Are you within a 45 minute commute to Wokingham?

Experience:

call centre: 1 year (preferred)
membership retention: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in sonning, brk

Member Advisor

Financial Advisor

Customer Experience Advisor - Hybrid

Head of Energy Customer Solutions (ECS) Finance Business Partner

Junior Commercial Advisor

Group Leader Operational Readiness & Transition

Treatment Coordinator

Sales Advisor

Centralised Parts Advisor

Senior Marketer, ETF Marketing

Finance Business Partner - Education

Telesales Account Manager - Belfast / Remote

Commercial Manager

Group Financial Controller (Qualified)

EMEA Regulatory Compensation Lead

Strategy & Planning Analyst, Technology, Engineering & Infrastructure

Retail Travel Advisor

Customer Advisor - 11 Hours - Marlow

Senior Tax Accountant

Welfare Benefits Advisor

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