Aspiring Financial Adviser: Build Trusted Financial Plans

Old Mutual Limited; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading insurance company in Greater London is seeking Aspiring Financial Advisers to help customers achieve their financial goals. The role is ideal for self-motivated individuals with an entrepreneurial spirit. Responsibilities include identifying customer needs, providing financial advice, and implementing tailored financial solutions. Candidates should have a Matriculation Certificate and possess strong communication skills. This position is part of a diverse team focusing on delivering exceptional customer service.

Qualifications

• Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
• Experience in building customer relationships and providing financial advice.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit for purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Software

Strategic Selling

Education

Matriculation Certificate

Job description

A leading insurance company in Greater London is seeking Aspiring Financial Advisers to help customers achieve their financial goals. The role is ideal for self-motivated individuals with an entrepreneurial spirit. Responsibilities include identifying customer needs, providing financial advice, and implementing tailored financial solutions. Candidates should have a Matriculation Certificate and possess strong communication skills. This position is part of a diverse team focusing on delivering exceptional customer service.