Wealth Wizards is seeking a Financial Planning Consultant to grow the Personal Advice Team and manage customers throughout their journey. You will deliver financial guidance over the phone, support digital engagement, and promote new wellbeing propositions.
The successful candidate will build trusted relationships, listen effectively to needs, and identify opportunities to provide tailored advice while embracing Wealth Wizards’ use of technology to enhance service.
#J-18808-Ljbffr
Remote Financial Guidance Consultant employer: Wealth Wizards
Wealth Wizards is an exceptional employer that champions innovation and collaboration in the Fintech sector. With a fully remote work culture, employees enjoy flexibility while being part of a dynamic team that prioritises high-quality code and agile practices. The company fosters continuous learning and professional growth, making it an ideal place for those looking to make a meaningful impact in their careers.
