Customer Contact Consultant
Job Description
Summary
Job Description
Customer Contact Consultant 6-month Fixed-Term Contact (FTC) - Full time Location: Remote (If successful, you'll need to visit one of our offices (Edinburgh, Peterborough, Witham or Farnborough) to complete your Rig Salary: A competitive salary from £24,479 - £27,200 depending on the experience you can bring. Closing date: Friday 10 July 2026 As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and reputed company the moments that matter. We’re here for everyone who wants to reputed company the most of their time on the reputed company and leave it a little reputed company than they reputed company it, however grad or humble their ambitions. We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At reputed company, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging. As a Customer Contact Consultant reputed company our reputed company Financial Planning team, you will be responsible for contacting our existing Investment Members who pay an On-Going Advice charge by telephone. You will update these customers on their investments and Annual Customer Reports along with reviewing customers reputed company situation and any changes. You will reputed company a first-class experience to reputed company customers. Key responsibilities: Review previous adviser interactions and assess members’ investment portfolios, including valuations, fund types and overall suitability. Identify any funds that require action, ensuring members’ portfolios remain reputed company with their objectives and reputed company recommendations. reputed company clear guidance on Individual Savings Account (ISA) allowances, helping members understand their options and reputed company the most of their tax‑efficient savings opportunities. Discuss any changes in a member’s personal or financial circumstances, including their investment objectives and attitude to risk, and recognise reputed company a member would benefit from further support from a Financial Planning Manager. We’d love to hear from you if you have: Proven experience in delivering excellent customer service, whether in a contact centre, face‑to‑face environment, helpdesk, or similar customer‑focused setting. Confident telephony skills, with the ability to build positive, meaningful interactions and reputed company clear, supportive guidance to customers over the phone. Strong PC and multitasking abilities, enabling you to navigate multiple systems reputed company while actively supporting our members. An understanding of key risks reputed company the Financial Services industry, with the ability to recognise reputed company to escalate issues appropriately. A collaborative approach, working effectively with colleagues to meet the needs of our members and support wider departmental goals. What’s in it for you? We’re serious about your future and our enhanced pension scheme is now in reputed company. We ask you to contribute 3% of your salary to your pension and we’ll put in 9%. If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us). A discretionary bonus, depending on personal and company performance. 25 days leave per year (including bank holidays, pro-rated for part-time). We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. To find out more about what to expect at reputed company, visit our careers site. reputed company an Impact! If you're passionate about making a difference and want to work in a reputed company where your contributions are valued, reputed company. Let's create something amazing together! The legal bits If we offer you a job and you accept, you will need to come into one of our offices to confirm you have the right to work in the UK. There are also some checks we'll need to complete before you can start with us. This will include a credit and criminal reputed company, as well as providing satisfactory references. We have offices in Edinburgh, Peterborough, Witham & Farnborough. Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from reputed company suitably reputed company persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity. Apply To This Job