Wealth Management Support Consultant - 2 days office/ 3 days home working

• Annual Salary: £35,000 - £41,000
• Location: Swindon (Hybrid Role) 2 days office / 3 days home working
• Job Type: Full-time

We are seeking a Diploma qualified expert in Wealth Management to join our technical team as a Customer Service Consultant. This role is crucial in supporting our network of advisers and internal teams by providing high-quality, knowledgeable customer service. As the first point of contact, you will ensure a delightful customer experience that adheres to quality and regulatory standards.

• Deliver high customer satisfaction scores by being truly customer-centric and a skillful problem-solver.
• Use industry and process expertise to ensure delivery of an excellent support service in line with expectations.
• Identify and resolve adviser queries efficiently, while building strong and professional relationships.
• Proactively take ownership for ensuring a comprehensive understanding of systems and procedures.
• Maintain accurate records of contacts related to the role, with a high attention to detail for future data analysis.
• Champion the adviser perspective, understanding their pain points and collaborating with others to support positive change.
• Provide training in your specialist area to colleagues to support onboarding, mentoring, and improve others' knowledge.
• Liaise with other departments and service teams to keep advisers updated on ticket progress.
• Act as a brand ambassador, protecting and maximising the department/company reputation.

• Essential: Diploma Qualified - Candidates with considerable competence and experience can be considered.
• Good understanding of Pensions and Investments.
• Previous Platform experience.
• Experience in a Customer Service/Contact Centre environment.
• Excellent communication skills, with the ability to communicate effectively, clearly, and empathetically in both verbal and written form.
• Ability to think quickly, critically, and provide solutions to meet customer needs.
• Strong organisational and multitasking skills.
• Committed to customer satisfaction and consumer duty.
• Excellent IT skills covering a variety of systems and Microsoft Office.
• Ability to work in a team, build and maintain strong working relationships.
• Calm and professional under pressure, with a customer-first mindset.

• Competitive salary up to £41,000.
• Bonus scheme - on target bonus of 7.5%.
• Pension scheme - contribute up to 5% of your salary with matching and an additional 5% contribution.
• Critical illness cover.
• Income protection - 1x salary.
• Death in service - 4x salary.
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
• A range of other flexible benefits including private medical insurance, dental insurance, and much more.

To apply for this Customer Service Consultant position in Wealth Management, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role. We look forward to potentially welcoming you to our team!