PBA Review

My role is to make customers better off. To find stated and unstated needs in order to improve customer's financial lives by making or saving them money. I colloborate with partners such as business, wealth and mortgages to refer customers at the right time in order to provide the best outcomes. I work as part of a team to help customers who interact with LBG

I have learnt how to truly understand customers lives and financial positions and how to best help them achieve their goals.

The programme has not been fluid for me and there has been large gaps of no help whatsoever. I have done the majority myself with no tutor help.

Not particularly valued.

The organisation has been poor due to lack of communication between myself and the programme, appointments have been missed, phone calls and emails not answered for months on end.

None

Not much as I do it myself

It's not competitive enough to think about a home purchase which is my main goal.

I am studying off my own back to gain qualification in order to progress

Yes

It's a good place to work, but in order to progress it could take a number of years.

Get qualifications.