Description
We are seeking a Financial Guide to support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning.
Accountabilities:
- Assess clients' financial needs and goals through collecting information about their income, expenses, debts, savings, and investment goals.
- Provide relevant information to help clients achieve their goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage.
- Explain complex financial concepts, product features, and benefits in a clear and understandable way.
- Offer guidance on suitable banking products based on clients' individual needs and financial goals.
- Stay informed about new banking products, regulations, and market trends.
- Manage client relations to effectively guide them towards their financial goals.
- Review and adjust clients' financial plans as needed.
Analyst Expectations:
- Perform prescribed activities in a timely manner and to a high standard.
- Demonstrate in-depth technical knowledge and experience in their assigned area of expertise.
- Lead and supervise a team, guiding and supporting professional development.
- Partner with other functions and business areas.
- Take responsibility for end results of a team's operational processing and activities.
Requirements:
- Previous experience of working within financial services.
- Previous experience in a telephony-based customer service environment.
- Good relationship management skills with the ability to actively listen and engage with customers.
- Excellent written and verbal communication skills.
- The ability to take ownership of complex situations and provide tailored solutions.
Desired Skills:
- Knowledge of unsecured lending and mortgages.
- Experience with savings and investment products.
- Good financial acumen.
This is a hybrid working role, covering a shift pattern between 8am-8pm, Monday to Sunday.