Does working for a fantastic financial services employer in Gloucestershire, who provide professional study support, a number of benefits and an immaculate new office to work from sound appealing? If you have some form of financial services or insurance experience, then it could be worth you setting aside 5 minutes of your time and reading on!
We are delighted to be working with this rapidly expanding mutual society who are now looking to take someone on to join their Agency Services team. You will be required support the Agency Services Team ensuring the consistent delivery of exceptional customer service to existing Financial Advisers, and manage the setup of any new Agency or firm within the Society
They have experienced some impressive growth recently, and have a leadership team in place to make sure this continues and have big plans for the future, meaning there is some great opportunities at the moment for hard working and career minded people who want to join them on this journey.
They currently number 77 people in the business as a whole, so you will know most people there once you have settled in and be able to put a name to the face! They have just moved to some fantastic brand-new offices too based in South Cerney. We have visited these several times and must say were very impressed with the building, which has been custom built for this business, and contains several lunch and chill out facilities, and has a really nice vibe going on!
Due to the very low turnover of staff, this is a rarely available job opportunity for someone who wants to work for a business who offer first class training and development for all its staff as well as a stable and enjoyable working environment, and give someone the chance to expand their skills within the financial services sector.
As an Agency Co-ordinator you will be required to deal with enquiries raised both internally and by Financial Advisers/Agencies on specific attributes of their individual terms and conditions held with the Society and ensure all Agency/Firm/Adviser personal details are maintained/. You will also be tasked with ensuring the setting up of any new Firms are in line with agreed processes and risk procedures and competently deal with enquiries by a variety of methods and manage all questions and other issues as they arise.
To be considered for this role you will need to have at least 6 months experience gained working in a financial services or insurance setting. You will also need a good standard of education, with a minimum grade C in English and Maths.
Office hours are 8:45am to 5pm and the starting salary on offer is £18,500, with a 10% annual bonus, and 33 days holiday (including bank holidays), 10% pension and an extensive range of other benefits!
If you wish to discuss this role in more detail, please contact Kieran Boyle at CKB Recruitment - General Insurance & Financial Services Recruitment Specialists.