Client Services Executive

4 weeks ago

England, United Kingdom Quilter Full time

What the Hiring Manager Says

If you enjoy a busy role where every day is different, then this could be the role for you. If you have experience of working in a busy call centre, dealing with clients who are responding to our marketing campaigns and enjoy engaging with financial advisers then this job would be ideal for you.

We provide you with extensive on the job training, the ability to work from home and manage your own workloads, whilst meeting the business needs.

The key focus of the role is to book appointments for our financial advisers who are based throughout the UK. We operate a CRM system as well as a diary management system. If you are looking for a career in financial services then this role will give you the platform to start your career.
- Head of Affinity Relations

About the Role

Level: 1

Department: Quilter Financial Planning - Client Services

Location: Fully remote

Contract type: Permanent

In this role you will be part of a friendly team who actively manage the diaries for 100 financial advisers throughout the UK.

The role is a telephone based home working role where you will be dealing with clients from all demographics of the UK who are seeking financial advice.

Using our CRM system you will be finding out about the client’s needs, finding the right adviser for the client and booking an appointment in our CRM system.

The job involves liaising with clients and financial advisers on a daily basis, it is a varied and interesting role that provides some flexibility.

Full training and support will be given in the role.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

You will be competent in software such as Word and Excel.

You are a natural on the phone and don’t shy away from taking ownership.

Desirable: coming from a financial services background but this is not necessary.
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures._
- In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there._
- We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us._

LI-FD1

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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