Financial Planner jobs in United Kingdom
Financial Consultant: Client Solutions & Growth
Old Mutual Limited
OMF Financial Consultant Pipeline (Newcastle)
Old Mutual Limited
Senior Financial Adviser – Hybrid, Wealth Planning
Peter Harding Wealth Management
Financial Adviser – Hybrid, Regional Growth, Equity Programme
Ascot Lloyd Group
Discover more opportunities than anywhere else. Find more jobs nowFinancial Adviser - Glasgow, Edinburgh or Aberdeen
Ascot Lloyd Group
Hybrid B2B Sales Exec for Financial Advisers
Defaqto Limited
Hybrid Part-Time Financial Adviser – Growth & Impact
Ascot Lloyd Group
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Investment Manager - Fuel High-Growth SME Funding
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Investment Manager
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Ramboll Group A/S
Financial Consultant: Client Solutions & Growth
Job summary
A leading financial services organization based in Newcastle is seeking a Financial Consultant to provide tailored advice on financial products to clients. The role involves customer service, relationship management, and compliance with operational standards. Applicants should possess a Matriculation Certificate and be skilled in consultative selling and customer relationship development. This position offers an opportunity to be part of a dynamic team committed to achieving positive customer outcomes.
Qualifications
- Ability to sell consultatively and manage customer feedback effectively.
- Strong customer service and understanding of customer needs.
- Proficient in identifying sales opportunities and using sales data management tools.
Responsibilities
- Provide advice on a range of products to allocated market.
- Handle customer inquiries and ensure compliance with standards.
- Maintain accurate customer data in the CRM system.
- Make outbound calls to potential customers for relationship building.
- Follow procedures to ensure operational compliance and quality.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.