A1 Jobs have an excellent opportunity to join our client to support the continued growth of their expanding team. This is an excellent opportunity to join a high-performing organisation where you can develop your career in a supportive and results-driven environment.

You will provide tailored financial guidance and solutions, supporting customers at every stage of their journey while ensuring all advice is fully compliant within a regulated environment.

Are you a results-driven professional?

The ideal candidate will be a confident communicator with strong negotiation skills and a customer-focused mindset. You will thrive in a fast-paced environment, be motivated by targets, and have a proven ability to convert prospects into long-term clients. Experience using CRM systems and managing sales pipelines is essential.

Key Responsibilities

* Manage a portfolio of customer accounts, offering personalised advice and ongoing support.

* Conduct comprehensive assessments of customers' circumstances, including income, assets, debts, and any potential vulnerabilities.

* Recommend appropriate solutions and alternatives, ensuring customers fully understand their options.

* Act as the main point of contact throughout the customer journey, building trust and maintaining engagement.

* Maintain accurate and detailed records within CRM systems.

* Achieve individual performance targets and contribute to wider team objectives while delivering high-quality customer outcomes.

* Ensure all advice and customer interactions comply with relevant regulatory standards.

* Confidently guide customers from initial advice through to suitable, needs-based solutions.

* Use consultative questioning and effective objection-handling techniques while maintaining a customer-first approach.

* Balance commercial performance expectations with regulatory obligations and vulnerability considerations.

* Take ownership of customer outcomes from initial engagement through to implementation and post-advice support