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- Build and maintain strong relationships with customers, handling inbound enquiries.
- Provide exceptional service by offering detailed product information and guiding customers through available options.
- Act as a trusted expert, assisting with questions on financial products and services.
- Conduct customer fact-finds and deliver tailored recommendations to meet their needs.
- A background in financial services, insurance, or a regulated environment is advantageous but not essential.
- Excellent communication and customer service skills, with a passion for helping people.
- An eagerness to learn and develop your expertise in the financial sector.
- Career Development: Full study support for CeMAP, CeRER and CII certifications.
- Benefits Package:
- Life assurance (8x salary).
- 7% employer pension contribution.
- 27 days of holiday (+ option to purchase 4 more).
- Additional wellness and celebration days.
- Electric car leasing scheme.
- Free parking and regular social events.
- Salary & Hybrid Working:
- Starting salary of £25,500 with three contractual increases of £500 each.
- Hybrid working pattern: Work from home on Tuesdays, Fridays, and bi-weekly Thursdays.
