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Financial Planning Consultant
Contract type
Ongoing
Work mode
Remote
Experience
3 years
Job description
A customer-facing role in Wealth Wizards' Personal Advice Team, growing the customer base and delivering financial guidance over the phone. The role is the lead contact for customers throughout their journey, helping them access services and personalised advice.
At a glance
- Work mode
- Remote
What you'll do
- Carry out all the initial and coaching calls booked with the Personal Advice Team, these are customers who are looking for help with their finances and may benefit from personalised advice
- Identify and convert opportunities where customers would benefit from receiving personalised advice from the team, or help them access the existing services that can help them
- Support customers through digital journeys and ensure all information is captured in advance to allow advice to be prepared and presented – both at the initial advice and on-going advice stage of the client's journey
- Manage clients and opportunities effectively using technology, using it to enhance, improve, and automate the customer experience
- Document and present your learning from using new technologies and share this effectively with the Product team to improve the technology for the future
- Identify opportunities to improve how we deliver the Personal Advice Team services. You will suggest and lead on change which either improves the customer experience or makes the business more efficient
- Support the delivery of new engagement services with customers through new financial wellbeing propositions
- Identify and execute on new opportunities to create more referrals
- Keep your existing professional financial knowledge up to date and continue to develop it to improve the service you can offer our customers, completing the agreed level of CPD each year
- Meet objectives set in line with Company aspirations
- Adhere to all Information Security policies and procedures
What we're looking for
- Demonstrate Wealth Wizards core values (PEARH)
- Excellent communication and engagement skills, particularly over the phone, able to manage client objections and complaints effectively
- Very strong technology skills, using technology to support your client conversations, you should be able to pick up and learn how to use new technologies quickly with a genuine interest in how they work and how you maximise them
- Able to meet deadlines, multitask and manage competing priorities during the day
- Team player, you focus on the collective objective and are flexible around what you work on to help achieve this
- Experience in a customer facing role within financial services is essential, preferably able to evidence how you have engaged clients in a similar way to the Job Purpose
- Have managed client relationships end to end, via telephone, e-mail, face to face, and any other technologies available
- Experience of building new call flows or trying new ways to engage clients and convert opportunities
- Experience of working in a regulated environment, delivering high levels of customer service within a risk controlled framework
- Knowledge and background in financial advice, know how advice can benefit customers and how to articulate the value of it
- Have led on change projects, large or small, which have enhanced what you or the wider business does to deliver great service for clients and convert business opportunities
- Candidates must be currently located in the UK and possess full rights to work in the UK
Your team
Personal Advice Team
The team delivers personalised financial guidance and advice to customers, engaging them throughout the process to identify goals and collect information required to provide advice.
Benefits
- Flexible working
- We prioritise a sustainable work/life balance
- We have a collaborative learning culture that promotes psychological safety
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- Paid day off to celebrate your birthday
- Additional holiday purchase (up to 5 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 membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 paid days per year for self development
- £500 individual training budget per year
- Professional memberships funded
- Salary sacrifice car scheme
- Cycle, Home & Tech scheme
Apply
Direct apply at Wealth Wizards
Opens the job posting at Wealth Wizards
About Wealth Wizards
A future where everybody in society has access to financial advice and guidance
Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
Key facts
- Software as a Service (SaaS) platform providing engaging digital experiences for consumers and powerful tools for financial advisers
What they value
- Pioneering
- Expert
- Accessible
- Reliable
- Hungry