Customer Service Advisor

Sanderson Recruitment Plc
18000.00 - 25000.00 GBP Annual
16 Oct 2020
30 Oct 2020
Contract Type
Full Time

Are you a client focused individual interested in working at a Financial Platform company in Central Bristol?

An exciting opportunity has arisen for a Client Services Consultant to work for one of the fastest growing wealth management platforms in the UK. This Client Services Consultant role will have a strong focus on ensuring the highest level of client service is received for the company's clients in every sense of the word.

What is the job?

  • Provide support via phone, email and live chat to Financial Advisors and end clients to a high level of accuracy.
  • Answer inbound calls from Advisors, Prospects and Clients whilst accurately logging details of the call.
  • Respond to emails from Advisers, Prospects and Clients, again logging emails in the correct fashion.
  • Following FCA requirements in line with company compliance policies and procedures.

What are the requirements?

  • Proven experience in client service, Telephone Sales Support, ideally supported by professional studies and accreditation.
  • Previous experience working within Financial Services, ideally within an IFA firm or with a product/platform provider.
  • Good knowledge of the UK platform and product 'wrapper' market.
  • Client focused mentality.

If you are interested please apply directly here or contact me if you have any further questions about the role.

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