**This is an inbound call contact role dealing with calls from Financial Advisors / IFA’s **A background in customer services for a bank or building society is ideal and our client will also consider recent graduates / college leavers with retail experience **If candidates can show enthusiasm, are focused on learning / developing and have the ability to multi-task, there are real prospects for promotion within this huge business **This is a 35 hour week, with rotating shifts of 8-4, 9-5 and 10-6.
The Company: Our client serves investors and pension scheme members all over the world. They employ over 5,000 people, managing £150billion+ worldwide.
The Team: This team responds to queries from a panel of IFA/Financial Advisor firms that regularly promote our clients products, so it is important to keep up good relationships, resolve queries quickly and accurately and in turn, promote various products and services to ensure both parties are working as efficiently and effectively as possible.
The Role: This post involves taking incoming phone calls from Financial Advisers who have a query relating to one of our clients products or services - these calls can include querying information on a customer account, the details about a particular product or the resolution and prevention of a problem. Every interaction with an IFA should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a Financial Adviser are handled in a timely manner with a quality of response that continually exceeds their expectations. Our client is well known for their staff training and development and this is a role where (with training), you will retain an up to date and extremely high level of technical, product and procedural competence, which can be applied in a practical manner in the calls that you take and the solutions you find for these IFA’s.
Skills / Experience Required: Our client is open to applications from a couple of different angles - either someone with proven corporate customer service, call centre or sales experience with a stable work history. Alternatively they are open to recent graduates or college leavers with some retail / customer service experience. You must be confident and enthusiastic on the phone, work well under pressure and be able to take the initiative to escalate issues as appropriate. You should have an 'A’ Level standard education at least, be enthusiastic, punctual and energetic.
Additional Information: The salary for this role is competitive with that salary increasing for people with previous pensions experience. The bonus and pension are also generous and there is a variety of other benefits. The main consideration is the progression though - good people can progress quickly if they apply themselves. There is also free parking available and professional study support.
The IFA Call Centre Agent position is one of many roles we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 20 years experience in this field. Areas of focus include pensions administration, compliance, group risk, Paraplanners, customer service, sales support and Underwriters amongst others. We predominately focus on London and The Home Counties, although we have also been successful in offering national and overseas solutions. Check the website and feel free to call Darren Snell any time.
- Call Centre
- Contact Centre
- Retail Banking
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