Customer Service Pensions - £18,500

Posted 19 March by Search Consultancy Easy Apply

In partnership with an international global organisation, Search Consultancy are recruiting for Customer Service Wealth Advisers on behalf of their client for their Edinburgh Gyle site.

Are you an experienced in PENSIONS or CUSTOMER SERVICE? Are you available to start on the 7th of May? Do you have a PASSION to succeed and earn a competitive salary?

If you answered 'YES' to these questions, then here is the job for you!

THE ROLE:

As a Wealth Advisor, you will work within a fast paced customer service environment, making outbound calls to customers, to offer advice on options for changing pensions.

So what will you be doing as a Wealth Advisor?

  • Answering inbound calls from clients and advising on options
  • Dealing with email enquiries in a timely manner and within the companies set out SLA's
  • Making outbound calls to customers to offer advice on options for changing pensions
  • Introducing the need for financial advice when this is the best course of action
  • Adhere to all training and competence guidelines as set out by the company
  • Adjust the style of your communication to suit each client/customer
  • Ensure all customers have enough information to make an informed decision
  • Conduct telephone meetings with customers and discuss recommendations
  • Adhere to all FCA procedures and guidelines
  • Identify and escalate all technical questions that cannot be answered
  • Discuss and identify any relevant fees confidently

SKILLS & EXPERIENCE:

  • You must have experience within a financial services telephony role
  • Confident telephone manner with no issues with outbound calling although these are advice calls and not sales calls
  • You must be able to pass a credit check and criminal record check

Monday to Friday between 8.00am - 6.00pm

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Required skills

  • call centre
  • customer service
  • contact
  • lloyds
  • rbs
  • trainline
  • AEGON

Reference: 34712767

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