Financial Planning Consultant

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 m