IFA Call Centre Associate

Posted 25 January by ARC Ltd

This role represents a genuine opportunity for people with customer service or sales experience within a corporate environment, to work for a global Financial Services company. If candidates can show enthusiasm, energy and the ability to multi-task, there are real prospects for promotion as this company look to take on people who want to learn and progress. This is a 35 hour week, with rotating shifts between 8.30am - 6pm.

The Company: Our client serves investors all over the world, managing all significant asset classes for institutional and retail investors in long-term savings products - namely ISA’s, OEIC’s and Unit Trusts. They employ over 5,000 people, managing £150billion+ worldwide.

The Team: This team responds to queries from a select number of IFA firms that regularly promote our clients products, so it is important to keep good relationships going, clear up 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 queries 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 the Panel of IFA’s.

Skills / Experience Required: You must have proven corporate customer service, call centre or sales experience. You must have a stable work history, 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, be enthusiastic, willing to learn, possess energy, be punctual and be able to multi-task.

Additional Information: The salary for this role is £21,500 and bonus, on average, would add around £1,600 and the pension can also add c.£2,800 plus 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 Associate position is only one of many vacancies 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 expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support, underwriters and IT related roles. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Check the website and feel free to call Darren Snell at any time.

Required skills

  • Call Centre
  • Contact Centre
  • Customer Service
  • Financial Services
  • Sales

Reference: 33804685

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