Financial Planning is a rapidly growing field that requires strong relationships and exceptional advice. As a Customer Financial Planning Advisor, you will play a key role in building and maintaining customer relationships, providing expert advice on a broad range of financial needs.
Key Responsibilities:
* Provide expert advice to customers on protection, investment, savings, and pensions.
* Work closely with regional and local management teams to drive business growth and financial goals.
* Develop and maintain strong partnerships with colleagues across multiple channels.
Requirements:
* Fully Qualified Financial Advisor (QFA) qualification.
* Proven experience as a Financial Advisor with a track record of client relationship-building and referrals.
* Proficiency in Microsoft Office.
Benefits:
* Market leading pension scheme.
* Healthcare scheme.
* Variable pay.
* Employee assistance programme.
* Family leave options.
Critical Capabilities:
* Customer First: Building strong customer relationships and delivering customer-centric solutions.
* Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
* Negotiation and Influence: Engaging in discussions to reach agreements and create outcomes.
* Customer Acquisition and Development: Proactively identifying potential customers and building healthy pipelines.