You will provide tailored financial guidance and solutions, supporting customers at every stage of their journey while ensuring all advice is fully compliant within a regulated environment.
Are you a results-driven professional?
The ideal candidate will be a confident communicator with strong negotiation skills and a customer-focused mindset. You will thrive in a fast-paced environment, be motivated by targets, and have a proven ability to convert prospects into long-term clients. Experience using CRM systems and managing sales pipelines is essential.
Key Responsibilities
* Manage a portfolio of customer accounts, offering personalised advice and ongoing support.
* Conduct comprehensive assessments of customers’ circumstances, including income, assets, debts, and any potential vulnerabilities.
* Recommend appropriate solutions and alternatives, ensuring customers fully understand their options.
* Act as the main point of contact throughout the customer journey, building trust and maintaining engagement.
* Maintain accurate and detailed records within CRM systems.
* Achieve individual performance targets and contribute to wider team objectives while delivering high-quality customer outcomes.
* Ensure all advice and customer interactions comply with relevant regulatory standards.
* Confidently guide customers from initial advice through to suitable, needs-based solutions.
* Use consultative questioning and effective objection-handling techniques while maintaining a customer-first approach.
* Balance commercial performance expectations with regulatory obligations and vulnerability considerations.
* Take ownership of customer outcomes from initial engagement through to implementation and post-advice support
Salary description
£32760.00 - £43560.00 per year