Legal & Financial Wellbeing Advisor

4 weeks ago

Manchester, United Kingdom The Portfolio Group Full time

The company

My client is a leading well-being advisor and specialist. They take pride in offering the most comprehensive employee assistance programme available in today's market, dedicated to enhancing the wellbeing of employees. They provide clinical expertise and 24/7 support services to 13 million employees and their families across the UK and Ireland.

The Role:

As a Legal and Financial Advisor, you will be responsible for providing comprehensive and legally compliant advice to clients across various mediums, including telephone and email. Your role will involve addressing inquiries spanning a wide range of legal and financial matters while ensuring the emotional support needs of clients are met.

Day to Day Responsibilities:

Provide timely legal and financial information to clients adhering to set SLAs and KPIs
Manage incoming calls efficiently, either resolving cases independently or distributing them among team members
Conduct research and engage in self-learning to enhance expertise in relevant areas
Handle diverse client issues with empathy, especially those in distress
Demonstrate a general understanding of legal and financial domains including but not limited to Family Law, Commercial Law, Criminal Law, and Consumer Law
Uphold a standard of excellent customer service in all interactions

What You Bring to the Team:

Proficiency in various legal and financial matters
Capacity to prioritize tasks and work independently or collaboratively within a team
Strong verbal and written communication skills
Dedication to providing exceptional customer service and assisting individuals
Open-minded, enthusiastic, and non-judgmental approach
Comfortability with telephony and IT systems

Shift Patterns:

Week One -

Monday: 9am - 5pm

Tuesday: 9am - 5pm

Wednesday: 1pm - 9pm

Thursday: 11am - 7pm

Friday: 9am - 5pm

Week Two -

Monday: 9am - 5pm

Tuesday: 9am - 5pm

Wednesday: 1pm - 9pm

Thursday: 12pm - 8pm

Friday: 9am - 5pm

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