Junior Financial Sales Administrator
Role: Case manager
My role involves speaking to customers to assess whether we can assist them with their enquiry. I will conduct a phone interview to gather information from the customer and ask them what they
recall about the advice process that they have been part of.
Qualifications Attained:
– Financial Advisor – CII
Ongoing Qualifications:
– Level 4 Diploma in Pensions and Retirement Planning
Greatest Achievement at Get Claims Advice:
“Settling in to a hard working team and using my skills and experience to help others.”
Greatest Personal Achievement:
“Being involved with my son’s rugby league team and being in the tunnel at Wembley with them at the 2015 Challenge Cup Final.“