Hybrid Financial Planning Consultant - Path to Adviser

A leading building society in the UK is seeking a Financial Planning Consultant to build strong customer relationships and deliver exceptional service. The ideal candidate will have a Regulated Diploma in Financial Advice and experience in customer service. Key responsibilities include conducting initial fact-finding meetings, preparing customers for follow-up meetings, and utilizing CRM systems. The role supports professional growth towards a Financial Adviser position, and offers a competitive salary and a range of benefits including flexible working options. #J-18808-Ljbffr