Are you ready to take your career to new heights?
Description of the Job
Provide a proactive and reactive service to ensure that our customers meet all of their financial arrangements in line with their own financial goals.
Key Responsibilities
What you'll do
In this role, you’ll conduct financial reviews with customers and provide them with accurate information, allowing them to make informed decisions on financial products and services. You’ll hone your organisational skills as you manage your diary and balance proactive conversations with planned customer meetings.
Your duties will include:
The skills you'll need
To join us in this role, you’ll have experience of working in a customer service environment and managing relationships with customers. You’ll enjoy applying your excellent organisational and time management skills to meet performance measures and customer needs.
We’re also looking for you to demonstrate:
What you get from us: