**Customer Financial Planning Advisor**: We are seeking an experienced and skilled professional to join our team as a Customer Financial Planning Advisor. In this role, you will have the opportunity to work with clients to understand their financial needs and provide expert advice on a range of financial products and services.
Key Responsibilities
* Provide expert advice to customers on protection, investment, savings, and pensions
* Work closely with regional and local management teams to support and drive business goals
* Deal with mass market customer segments to grow and retain assets under management
* Support the development of key staff in assigned business centers/branches
* Develop and maintain strong partnerships with colleagues across multiple channels
Requirements
* Fully Qualified Financial Advisor (QFA) qualification
* Experience as a Financial Advisor with a proven track record in client relationship-building and referrals
* Proficiency in Microsoft Office
Benefits
* Variable pay
* Employee assistance program
* Family leave options
About Us
We are committed to offering our colleagues choice and flexibility in how we work and live. Our hybrid working model enables our people to balance their time between working from home and their designated office. We pride ourselves on being an equal opportunities employer and are committed to providing reasonable accommodations for applicants and employees.