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Wealth Agent

Wealth Agent

Posted 4 April by Grovelands Ended

The purpose of this job is to educate members of our Client’s pensions scheme on their options regarding their pension plans options and introducing the need for financial advice if appropriate.

Your Responsibilities
  • Maintain a flexible and approachable attitude to suit your caller’s requirements
  • Understand the needs of your customer and manage them to our Client’s standards
  • Give advice on suitable pension product and assess whether a customer is in a position to make a decision
  • Follow up with your customers regarding your recommendations
  • Identify the need for further financial advice and refer them as appropriate
The Ideal Candidate
  • Will be able to identify when the customer requires further information and address them
  • Will be adaptable and have an excellent telephone manner
  • Can break down complex information effectively, to the benefit of the customer
  • Will be able to identify technical questions and address or escalate them where appropriate
  • Understand customer pension related illustrations
  • Explain fees and charges to the customer, successfully positioning the benefit of the service provided
  • Will actively listen and identify gaps in the understanding of information and reword explanations in order to cover these gaps
  • Will carry out their responsibilities within the Client and the Regulator’s procedures
  • Champion the Client’s values and behaviours
Experience and Education
  • Experience in telephone based customer service, within Financial Services
  • Knowledge in pensions an advantage
  • Consistent performer in a T&C environment
  • Competent numeracy skills
  • Degree Educated

Required skills

  • Customer Service
  • Financial Services
  • Pensions
  • Telephony

Reference: 34828352

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