Experienced Financial Services Customer Service

2 weeks ago


Leeds, United Kingdom Square Peg Associates Ltd Full time

**Experienced Customer Service Advisor**

**Leeds**

**Hybrid**

**£26,000 - £28,000**

**Benefits - 25 days holidays plus bank holidays, birthday leave, study support and much more**
- Our client who specialises in Financial Services and Pensions are seeking an Experienced Customer Service Advisor to join their growing team based in Leeds. The role is also open to graduates who are looking to pursue a career within financial services._

**Duties**:

- Provide front line training & navigational support to the user population by Advance platform
- Work with IFA businesses to ensure smooth integration of the Platform
- Have a deep understanding and technical knowledge of how the platform functions
- Look to identify training opportunities that can be passed over to relevant support teams
- Create good internal relationships with key stakeholders within the business
- Identify and gather feedback from IFAs & their support staff on platform functionality, allowing feedback into proposition functions to provide improvement
- Operate within the behavioural guidelines
- Established experience & knowledge in financial services
- Customer service focused attitude
- Excellent telephone skills/manner
- Strong desire and willingness to learn
- Certificate in Financial Services (or equivalent) (preferred)
- R01/CF1 & LP2 (preferred)
- Wealth Platform Knowledge



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