Document Collector

We are currently seeking experienced Document Collectors for our Financial Services company, to cover Liverpool and surrounding postcodes.

Flexible working hours to suit you, including evenings no later than 8pm.

A self-employed position working from home, you will require access to a reliable car as travel to surrounding postcodes is essential to fulfil the role. The areas that you will cover are Liverpool and the surrounding areas.

An outline of the responsibilities:

- To meet clients at their home or business address
- To complete a Fact Find questionnaire on behalf of the company, acquiring all relevant signatures
- To conduct the meeting in a professional and polite manner
- To ensure the clear, concise and professional delivery of all information to the client
- To ensure that clients feel comfortable and are kept well informed throughout the process.
- Hours: Flexible working hours between 09:00 and 20:00 Monday - Saturday
- Full training will be provided
- Remuneration: Between £45.00 - £85.00 per satisfactory appointment (depending on location) Meetings will usually last between 45 minutes and one hour.

The role will involve meeting clients in their home or business address to conduct initial meetings with regard to the clients pension(s). The meetings will involve completing a detailed fact find questionnaire about the client, their current financial status and their pension details. Once appointments are complete and information & signatures have been collected, this must be sent to our office in Dartford. Information will then be passed to our Research team and onto our team of UK Financial Advisor's to assist in providing clients with the best financial advice.

Applicants must hold a full, clean UK drivers licence and have full time access to a car.

Applicants must have experience in a similar customer facing role, be confident when meeting new people and be well presented.

Must have excellent verbal and written communication skills with a keen eye for attention to detail

Must have access to own printer & paper to print relevant documents for each meeting

Must have a flexible approach to working hours

Benefits: Flexible working hours

**Job Type**: Part-time

**Salary**: £12,000.00-£20,000.00 per year

**Job Type**: Part-time

**Salary**: £12,000.00-£20,000.00 per year

COVID-19 considerations:
Clients are asked to wear a mask for the duration of their appointment

**Job Type**: Part-time
Part-time hours: 16 - 30 per week

**Salary**: £12,000.00-£20,000.00 per month

**Benefits**:

- Work from home

COVID-19 considerations:
Clients are asked to wear a mask for the duration of the appointment

Application question(s):

- Are you able to cover L, PR, WN, WA, postcodes?

**Experience**:

- customer facing: 2 years (required)

Licence/Certification:

- Driving Licence (required)

Willingness to travel:

- 75% (preferred)

Work Location: On the road