At a Glance
- Tasks: Provide tailored financial guidance and support to customers throughout their journey.
- Company: Join a high-performing organisation focused on growth and results.
- Benefits: Career development in a supportive environment with performance-driven rewards.
- Other info: Fast-paced role with opportunities to achieve targets and build long-term client relationships.
- Why this job: Make a real difference by helping customers navigate their financial challenges.
- Qualifications: Strong communication, negotiation skills, and experience with CRM systems required.
The predicted salary is between 40500 - 49500 £ per year.
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 objecti...
Debt Case Advisor in Manchester employer: A1 Jobs Ltd
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