Financial Planning Consultant

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Expand the customer base for the Personal Advice Team.

• Serve as the primary point of contact for customers throughout their journey, including ongoing relationship management.

• Conduct initial and coaching calls for customers seeking financial assistance.

• Provide financial guidance via phone, Microsoft Teams, and innovative guidance offerings.

• Recognize and convert opportunities for personalized advice or existing support services.

• Assist customers through digital journeys and gather necessary information for advice.

• Utilize technology to manage clients and opportunities, enhancing, improving, and automating the customer experience.

• Record and present insights from new technologies to the Product team.

• Identify and spearhead enhancements to the service delivery of the Personal Advice Team.

• Support new customer engagement initiatives through financial wellbeing offerings.

• Discover and implement opportunities to generate additional referrals.

• Aid in delivering personal advice by identifying customer objectives and gathering required information.

• Maintain ongoing customer relationships and ensure a positive experience.

• Achieve objectives aligned with the company's aspirations.

• Comply with Information Security policies and procedures.

⛳️ Requirements

• Candidates must currently reside in the UK.

• Full legal rights to work in the UK are required.

• Experience in a customer-facing role within financial services is essential.

• Preferred experience in engaging clients similarly to the Job Purpose.

• Proven experience managing client relationships end-to-end through telephone, email, face-to-face, and other technologies.

• Background in developing new call flows or experimenting with innovative ways to engage clients and convert opportunities.

• Experience in a regulated environment, delivering high levels of customer service within a risk-controlled framework.

• Knowledge and experience in financial advice, including understanding how advice benefits customers and articulating its value.

• Experience leading change initiatives that improve service delivery or business opportunities.

• Excellent communication and engagement skills, especially over the phone.

• Ability to effectively manage client objections and complaints.

• Strong technological skills and a quick aptitude for learning new technologies.

• Capability to meet deadlines, multitask, and handle competing priorities.

• Team-oriented mindset with flexibility regarding work priorities.

• Ability to exemplify the core values of Wealth Wizards (PEARH).

• Commitment to maintaining up-to-date professional financial knowledge and completing agreed annual CPD.

• Highest level of trustworthiness.

• Strong organizational skills, methodical work approach, meticulousness, and discipline.

🏝️ Benefits

• Flexible working arrangements.

• Sustainable work/life balance.

• Collaborative learning environment that fosters psychological safety.

• 25 days of annual leave in addition to all bank holidays.

• Company pension with up to a 10% employer contribution.

• Performance-based bonus scheme.

• Paid time off for your birthday.

• Option to purchase up to 5 additional holiday days per year.

• Additional holidays for length of service, up to 3 days.

• Private medical insurance.

• Dental and health cash plans.

• Enhanced parental leave and pay.

• Discounts on gym memberships and health screenings.

• Employee assistance program.

• Life assurance coverage of 4x basic salary.

• £500 pension advice allowance per year.

• 6 paid days annually for self-development.

• £500 individual training budget each year.

• Funding for professional memberships.

• Salary sacrifice car scheme.

• Cycle, Home & Tech scheme.