Financial Helpdesk Consultant

Simon Lincoln Recruitment Solutions Ltd
Sale, UK
23 Aug 2019
09 Sep 2019
Contract Type
Full Time
Our client based in Soth Manchester requires a Financial Helpdesk Consultant to deliver a 1st class expert guidance and services to it's financial advisers

What is a typical day like for a Network Helpdesk Consultant?

You will be answering queries from mortgage and protection advisers received via telephone, email and webchat; providing them with first line support and compliance guidance. Typical calls include queries on commission payments, technology system support, regulatory compliance, financial crime and SBG's various processes and procedures. We pride ourselves on giving an excellent service, therefore it's important to be right first time and to quickly understand and establish the nature of the caller's enquiry. You will often be required to liaise with other departments across the business to support the caller's query.

What skills and knowledge would you need to possess?

We are looking for someone with good interpersonal communication skills to work efficiently and at a fast pace. You don't need previous experience of financial services however we are looking for someone who has worked in a telephone-based customer service role before. You should be able to communicate well with the ability to build lasting personal relationships; someone with a friendly and personable telephone manner would be well suited to the role. You will be required to update our CRM to record relevant conversations and therefore must possess good admin and IT skills.

Why should you join the Network Helpdesk team....?

You will work within a close-knit team where the success of the department depends upon a collaborative effort. An entry level role that provides a stepping stone into financial services and a thriving business where individuals often are promoted from within. The network Helpdesk offers the chance to gain in-depth knowledge of regulatory compliance and receive support with attaining industry recognised qualifications, making this is an excellent opportunity for anyone looking to get their foot in the door to financial services.

What are the benefits?

There is a progressive salary starting out at £19,500 which increases up to a maximum of £21,000 once key learning and training milestones are reached, alongside a host of voluntary benefits available to all staff.

Up to 40% employee discount off Aviva products and several salary sacrifice schemes including, Childcare Vouchers and Travel Season Ticket Loans. We also offer life assurance of 4 x annual salary, Employer Pension contribution and up to 25 days holiday. You will also have full access to My Aviva Extras brought to us through Reward Gateway - a shopping discount and cashback reward scheme with access to over 800 high-street and online retailers.

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