Investment Helpdesk Advisor

We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.

You will be expected too:

• Provide technical support to the business regarding the different products on offer.
• Support the team with the Investments Advice Guidance Framework
• To provide a First-Class technical query resolution service, via phones, email and Live Chat, adhering to agreed standards, to agreed service levels.
• Provide ’added value’ services to the business as required.
• Personally contribute to the continuous improvement of the technical query resolution service

The key responsibilities of the role include:

• Accurately resolve technical queries received via Live Chat, phone, email, and any other digital media.
• Support the delivery of core service as required by the operation within agreed service levels.
• Takes personal responsibility for improving own technical knowledge, product/process/system knowledge as well as service skills.
• Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager.
• Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place.
• Personally display and evidence adherence to the organisations Culture and Values
• Maintain professional qualification standards through effective CPD evidencing and recording.
• Willing to contribute to small scale projects within the division.

To be considered you must have a proven track record in a similar role, plus:

• Must demonstrate good knowledge of all products/services/systems offered through completion of internal accreditation licences.
• Can competently convey technical information through Live Chat/calls/email/and any other digital media to ensure comprehension by intended audience.
• Ability to apply consultative questioning techniques to analyse the full extent of technical query and provide the appropriate answer.
• Qualified to Level 4 QCF or equivalent e.g. Cii Diploma in Regulated Financial Planning

In return a chance to work with a household name, hugely respected and offering excellent career progression and potential.