Customer Financial Planning Role Summary
This is an exciting opportunity to join our nationwide network of financial planners. As a Customer Financial Planning Advisor, you will work with customers to provide advice on all aspects of their financial needs, including protection, investment, savings, and pensions.
* Provide expert advice to customers on complex financial products, ensuring they make informed decisions about their financial futures.
* BUILD STRONG RELATIONSHIPS WITH CUSTOMERS AND STAKEHOLDERS TO GENERATE REFERRALS AND CONVERT THEM INTO MEETINGS.
* Support the achievement of our business goals in customer financial planning.
Key Skills:
* Financial planning and advisory expertise
* Excellent communication and interpersonal skills
* Able to work in a fast-paced environment
* Patient and empathetic approach to customer service
What We Offer:
* Competitive salary and benefits package
* Ongoing training and development opportunities
* Collaborative and supportive team environment
* Opportunities for career progression and advancement
Why Join Us:
* We are a leading provider of financial services, dedicated to helping our customers achieve their financial goals.
* We offer a dynamic and supportive work environment, with opportunities for growth and development.
* We are committed to making a positive impact on our customers' lives, and we're looking for like-minded individuals to join our team.