Debt Solutions Advisor: Trusted Guidance & Results

A1 Jobs Ltd; Clifton; On-site; GBP 32,000 - 52,000; Full time

Job summary

A1 Jobs is seeking a driven financial guidance adviser to join our client's expanding team in the United Kingdom. You will support customers through every stage of their journey, delivering tailored, compliant advice within a regulated environment to help them achieve their financial goals.

Use CRM systems to manage a growing portfolio, pursue targets, and build lasting trust as the primary contact. A confident communicator with strong negotiation skills and a customer-focused mindset will

Qualifications

• Experience using CRM systems and managing sales pipelines.
• Strong communication and negotiation skills.
• Customer-focused mindset with regulatory awareness.

Responsibilities

• Manage a portfolio of customer accounts, offering personalised advice and ongoing support.
• Conduct comprehensive assessments of customers' circumstances, including income, assets, debts, and vulnerabilities.
• Recommend appropriate solutions and alternatives, ensuring customers understand options.
• Act as the main point of contact throughout the customer journey, building trust.
• Maintain accurate records within CRM systems.
• Achieve individual performance targets while supporting team objectives.
• Ensure all advice and interactions comply with regulatory standards.
• Guide customers from initial advice through to suitable, needs-based solutions.
• Use consultative questioning and effective objection-handling while staying customer-focused.
• Balance commercial goals with regulatory obligations and vulnerability considerations.
• Take ownership of customer outcomes from initial engagement to post-advice support.

Skills

CRM systems

Sales pipelines

Negotiation

Customer-focused

Job description

A1 Jobs is seeking a driven financial guidance adviser to join our client's expanding team in the United Kingdom. You will support customers through every stage of their journey, delivering tailored, compliant advice within a regulated environment to help them achieve their financial goals.

Use CRM systems to manage a growing portfolio, pursue targets, and build lasting trust as the primary contact. A confident communicator with strong negotiation skills and a customer-focused mindset will