About this role
At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
- Job Purpose You will be: responsible for growing the Personal Advice Team customer base the lead contact for customers throughout their journey with us, including on-going client relationship management responsible for developing and delivering financial guidance over the phone developing and supporting new ways of giving financial guidance through our financial wellbeing propositions In this role, you will be responsible for growing the Personal Advice team customer base, and developing our personalised guidance offer, both over the phone, teams and innovate guidance propositions.
- You will be the first point of contact for customers who are looking for help to improve their financial well being, and as such will be an ambassador for Wealth Wizards, helping everyday people who may not be familiar with financial services feel comfortable and confident.
- You will help people maximise the use of our available services to improve their financial position.
- You will be excellent at listening to customers, identifying their needs and (including those that they may not be aware of, using your knowledge of financial planning) and getting them the help they need.
- You will be able to identify which customers need advice and then articulate yourself clearly, so they understand the value of it and how it will help them.
- Underpinning all your customer engagement activity, you will have a passion for and confidence in using technology to enable what you do.
- You will use it to manage customer relationships effectively.
- You will enjoy trying out the new technology that Wealth Wizards builds, identifying what works and what doesn’t, and then sharing your insight effectively to influence change.
- You will support the Personal Advice Team to deliver personal advice to customers, engaging them throughout the process, to identify their goals and collect the information required to provide advice.
- And you’ll help manage on-going customer relationships, making sure the customers who are signed up for our on-going services have a great experience with us.
- Carry out all the initial and coaching calls booked with the Personal Advice Team, these are customers who are looking for help with their finances and may benefit from personalised advice Identify and convert opportunities where customers would benefit from receiving personalised advice from the team, or help them access the existing services that can help them Support customers through digital journeys and ensure all information is captured in advance to allow advice to be prepared and presented – both at the initial advice and on-going advice stage of the client’s journey Manage clients and opportunities effectively using technology, using it to enhance, improve, and automate the customer experience Document and present your learning from using new technologies and share this effectively with the Product team to improve the technology for the future Identify opportunities to improve how we deliver the Personal Advice Team services.
- You will suggest and lead on change which either improves the customer experience or makes the business more efficient Support the delivery of new engagement services with customers through new financial wellbeing propositions Identify and execute on new opportunities to create more referrals Keep your existing professional financial knowledge up to date and continue to develop it to improve the service you can offer our customers, completing the agreed level of CPD each year Meet objectives set in line with Company aspirations Adhere to all Information Security policies and procedures