Are you looking for a people-focused role where your communication skills really matter? Do you enjoy talking to people, building rapport and keeping conversations flowing naturally? Are you keen to build a long-term career in financial services with clear progression and professional qualification support? Our client is a growing financial services business based in Banbury, operating within the protection and advisory space. Due to continued growth, they are looking to recruit a Trainee Financial Services Advisor to join their friendly, customer-focused team. This is a phone-based role where personality is key. You will guide customers through the creation of a free Will, ensuring a positive and professional experience from start to finish. During these conversations, you will naturally introduce protection services and book appointments for customers to speak with a qualified Protection Advisor. This opportunity is ideal for someone looking to start or build a career in financial services, with full training provided and genuine progression available. Main Responsibilities: Speaking with customers over the phone and guiding them through the creation of a free Will Delivering a high standard of customer service on every call Building rapport and trust through clear, confident communication Identifying opportunities to introduce protection and insurance services in a consultative way Booking qualified appointments for customers to speak with a Protection Advisor Accurate