Customer Financial Review Executive

Gibson Hollyhomes
From £24,000 to £24,000 per annum
30 Nov 2017
08 Dec 2017
Contract Type
Full Time
Customer Financial Review Executive
£24,000 increasing to £27,000 with service

·Excellent salary / package

·Prestigious brand & facilities

·Opportunity to study industry qualifications

My client is an award-winning, Manchester-based financial services company who are looking for bright, driven individuals to join their team as Customer Review Executives. As an industry leader, the company offers unparalleled training, genuine career progression and longevity, as well as a raft of benefits that make work, work for you! This is the perfect role for those wishing to build on existing experience and commence a new and exciting career.

The role

§Completing fact finding calls with existing customers to determine their needs

§Producing an accurate financial statement with the information obtained

§Providing fair/balanced views on appropriate solutions that could assist the customer

§Advising on the most suitable solution based on a customer’s circumstances

§Ensuring the advice provided is compliant to relevant standards / regulations

§Preparing and administering appropriate documentation for each client

§Requesting the necessary client documentation as and when required

§Updating internal systems ensuring tasks and duties are completed appropriately

Skills required:

§Previous telephone based customer services experience is advantageous

§Desire to help people and the ability to show a level of empathy

§Professional, articulate, self-motivated and an aptitude for figures

§A degree preferred or educated to A Level standard or equivalent

Please note that we are only able to respond to those candidates who are successfully shortlisted. Please note that this is due to the large volume of applications we receive.

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