Posted by MYINTERNALRECRUITER.COM LTD • £24K/yr to £26K/yr
Role Profile - Senior Customer Consultant
Responsibility for the day-to-day operations and running of the agency in line with customer, Milecross and YBS requirements.
Plus, deliver an exceptional customer experience to all customers and contribute to the growth of the business by retaining existing balances, attracting new money and leveraging customer relationships to generate leads.
If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you!
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.
Why you'll love working with our client
Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.