Job Description

About the Role:

Financial Advisers trust us with their clients, so ensuring we provide an incredible level of customer service is key.

As a Customer Service Executive, you will take ownership and process requests received from our Advisers in a timely manner, providing the support they need. This may include making outbound calls and working with other teams to manage any queries through to resolution.

And don’t worry, we will provide full training, so you will be up to speed in no time.

The role is a fixed-term contract for 12 months, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic team.

Short Description

Your Benefits:

As a Customer Services Executive you will receive a competitive salary, a generous benefits package and training & development in areas to help you improve.

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Skills, Qualifications and Experience:

Essential:

• Have experience of providing great customer service. If you have experience of working in finance or a contact centre before, even better (although not essential)

• Understanding of the Consumer Duty Principles and Vulnerable Customer regulations

• Be an excellent communicator

• Have strong organisation and time-management skills

• Know your way around Microsoft Office applications or be willing to learn including PowerPoint, Excel, Outlook, and internet applications

• You will represent our brand, a very high level of professionalism is always expected

• Quick to learn, absorbing new information that is key to the work that you are doing

• Whether you’re working alone or as part of a team, you’ll always go above and beyond to do what’s right for the customer

Application of Individual Conduct Rules: Standard of conduct is reasonable under all circumstances relating to

• Must act with integrity

• Must act with due skill, care and diligence

• Must be open and cooperative with the FCA and other regulators

• Must pay due regard to the interests of customers and treat them fairly

• Must observe proper standards of market conduct