Role Overview
As a Strategic Financial Consultant, you will play a vital role in helping clients achieve their financial goals by providing personalized investment advice and support.
Key Responsibilities
* Offer general advice on investment strategies to clients via live chat, email, and phone
* Provide administration and account support to ensure seamless client experience
* Collaborate with the Head of Client Care & Advice to drive growth and success
Skills and Qualifications
* Excellent communication and problem-solving skills
* Ability to work in a fast-paced environment
* Strong knowledge of investment strategies and products
Benefits
* Opportunity to work with a digital platform rated simple and intuitive by clients
* Chance to contribute to the company's ambitious growth plans
What We Offer
* A dynamic and supportive work environment
* Ongoing training and development opportunities