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Personal finance specialist

Ipswich
beBeeFinancial
Posted: 30 August
Offer description

Our mission is to provide expert financial guidance to help individuals achieve their goals.


About the Role

We are seeking an enthusiastic and dedicated team member to join our staff in the Ipswich region. As a Financial Advisor, your main objective will be to deliver exceptional service to our clients, guiding them towards successful outcomes by identifying individual needs, solving problems, and promoting our products and services.


Key Responsibilities

* Demonstrate sales experience and adaptability to change
* Handle cash with precision and accuracy
* Provide outstanding communication and customer service skills
* Build strong relationships quickly with people and work as a supportive team player


About Us

We have over 50 years of business experience and are committed to delivering for our members. Our core values drive everything we do, and you'll feel the passion, camaraderie, and optimism from everyone as we work together to grow a stronger business.

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