- Providing exceptional service and advice over the telephone to our customers
- Time management is key as we are fast paced, and we have lots of customer needs to meet
- Proactivity in maintaining your knowledge being a driver in your own performance, knowing we will support in every step Â
- Ensuring that FCA and internal regulatory standards for advice provision are met
- Quality of advice provided is a must with every fact find, making sure you have everything documented along with the analysis and outcomes. Every conversation is important
- Experience within Financial Services is a must
- Confident telephone manner
- Full understanding and knowledge of the regulatory requirements of the FCA
- Strong Customer orientation and engagement skills
- Highly motivated with a drive to deliver sales targets and outstanding customer outcomes
- A driven individual with committed to person development and progression
- Strong Organisation skills with the ability to manage personal time and focus to maximise productivity and results
- Financial services qualifications appropriate to the role, ideally CEMAP or R05
- A pension of up to 12%-Â we will match your contributions up to 6% of your salary
- Free healthy breakfast and lunch when attending the office
- Life assurance -  4x salary
- Personal Health Fund to pay towards expenses such as optical, dental, health assessments, chronic prescriptions and activity tracking device
- Discounted gym membership
- Free cinema tickets at Vue and Odeon Cinemas every month if you stay active
- 50% off trainers at Runnersneed (one pair per plan year) plus 15% off full priced items
- & Much more..!
- Help you to be the healthiest you’ve ever been.
- Create an environment that embraces you as you are and enables you to be your best self.
- Give you flexibility on how, where and when you work.
- Help you advance your career by playing you to your strengths.
- Give you a voice to help our business grow and make Vitality a great place to be.
- Give you the space to try, fail and learn.
- Provide a healthy balance of challenge and support.
- Recognise and reward you with a competitive salary and amazing benefits.
- Be there for you when you need us.
- Provide opportunities for you to be a force for good in society.