Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Helpdesk Adviser Wealth Management

Flair for Recruitment
Job LocationBristol
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you Level 4 diploma qualified seeking the next step in your career Are you able to take initiative for your own work and manage your time to complete tasks efficientlyOur client, an award winning Wealth Management firm is seeking a Helpdesk Adviser to join their Bristol team. This is a desk-based adviser role with primary responsibilities for client service and lead generationThe role:

  • Owns Client reporting, data gathering and the completion and issuing of reports ensuring accuracy, quality and achieving SLAs
  • Ensure continuous reviews of all team processes to ensure these comply with the principles relating to Treating Customers Fairly
  • Owns the management information to monitor progress and facilitate reports and reviews. Uses this MI to make risk-based decisions around service levels on quality and productivity.
  • Ensure the provision of a prompt, cost effective and high-quality service to clients both internal and external, on a reactive and proactive basis
  • Supports client retention through communicating in a professional manner at all levels, both internally and externally and taking risk and quality based decisions on cost effective and high-quality actions to retain clients.
  • Provides support to face to face advisers for complex cases
  • Carries out data extraction and data analysis to identify opportunities for lead generation
  • Carries out outbound calls to clients following client reviews and outbound marketing activities
  • Achieves lead generation KPIs
  • Understands the wider marketplace and relevant advice areas: DFM, advisory management, AO, investments, pensions and platforms
  • Has firm specific knowledge, experience and an understanding of all company policies
  • Works towards achieving professional qualifications, led by the L4 diploma in financial advice
  • Achieve competent adviser status in a timely manner which will be agreed on an individual basis
  • Have a personal development plan that develops self and supports the business goals
    • Skills & experience required:
  • Level 4 diploma qualified or one paper remaining
  • Experience of outbound and inbound client calls and written communication
  • Experience of developing leads
  • Able to work with a broad range of stakeholders both internally and externally and effectively engage and gain the confidence of clients, management and business functions to build open and constructive relationships
  • Strong communication skills to influence and persuade at all levels
  • Astute and business focused
  • Good written, oral and Microsoft Office (e.g., Word, Excel and PowerPoint) skills.
    • If you are interested please apply today or contact Joanna at Flair for Recruitment for further information.

    APPLY NOW

    Helpdesk Adviser Wealth Management Related Jobs

    © 2019 Naukrijobs All Rights Reserved