Personal Finance Consultant

The Role:

• Advise Clients of best exit of debt strategy.
• Complete full income and expenditure of clients.
• Prepare whole of market of death exit products.
• Offer professional and regulated advice.
• Refer all evidence and info in regards to clients death situation.
• Prepare a provisional death exit proposal for clients and creditors.
• Advise 3 qualified warm leads.
• Collate client evidence in retrospect clients situation and present an acceptable manner in regards to best advice in debt exit strategy.
• Consult with potential clients in debt situations.

Key Responsibilities:

• Hitting targets.
• Build a rapport with client.
• Keep a professional attitude at all times.
• Answer inbound calls from potential clients.
• Keep an accurate record of personal sales figures.
• Keep an accurate record of team lead figures and outcome.
• If You can add some more requirements you may have.

Requirements:

• Background in dealing with customers.
• Have a good knowledge of the financial sector.
• Be confident and willing to learn.
• Prioritize and organize duties.
• Qualifying and sales experience.
• FCA Background in an FCA industry.

Job Type: Full-time
Salary: 21,500 increasing after probation period

Please apply online for this Personal Finance Consultant role with your CV and covering letter.

Please check your email for confirmation that your application for this Personal Finance Consultant role has been received and to follow further instructions if applicable.