Technical Adviser, Live Chat - Tax, Trusts & Protection

Recruiter
Alexander Mae Recruitment
Location
Bristol, UK
Salary
Competitive
Posted
14 Sep 2019
Closes
02 Oct 2019
Ref
1241137198
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Technical Adviser, Live Chat - Tax, Trusts & Protection
Competitive Salary & superb benefits package
Bristol or Gloucestershire

The Company:
Superb organisation that genuine value their staff. Market leader in the wealth management / financial services field.

The role:
To provide a high quality technical and Advice Framework query resolution service, adhering to agreed standards, to IFA's and Support Specialists predominantly via Live Chat, to agreed service levels. Through consultative questioning, help to identify more complex technical needs and if appropriate refer to a more experienced technician.

Key Responsibilities:
  • Provide a query resolution service to ensure protection for clients from any mis-selling and our IFA's and wider business from any financial, regulatory or reputational damage.
  • Undertake root cause analysis through consultative questioning to provide an effective solution.
  • Drive continuous improvement of the query resolution service through liaison with various departments to enable systems and tools to support the business in resolving their queries in the most efficient way.
  • Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place.
  • Personally, display and evidence adherence to the company's competency framework and the colleague and customer service charters.
  • Maintain professional qualification standards through effective CPD evidencing and recording.
  • Willing contribution to small scale projects within the division.

Required Skills:
  • Financial services experience including a broad knowledge of financial services products.
  • A good understanding of the FCA rules and framework.
  • Working towards relevant recognised industry qualification such as the full Diploma in Regulated Financial Planning (DipPFS) is desired.
  • Ability to deal with multiple (up to 6) queries and non-standard tasks at any one time.
  • Utilise judgment and experience to suggest solutions to queries.
  • Experience of working across a variety of media including Live Chat and email.


Full study support given to CII Diploma or Chartered status


The location: North Bristol with parking
The hours: Monday to Friday 9am - 5pm
The Salary: Competitive Salary + Superb Benefits package

The Superb Benefits:Performance Bonus based on company performance and personal development, Pension 10% of base salary rising to 12.5% then 15% following length of service. Holiday entitlement 25 days rising to 30 days, Life cover equivalent to ten times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, Childcare Vouchers, Season Ticket Loans. FREE PARKING.

This job was originally posted as www.totaljobs.com/job/87691536

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