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Customer Service Representative

2 weeks ago


Bromsgrove, United Kingdom AFH Wealth Management Full time

Job Overview:

AFH Wealth Management is a leading independent financial advisory and wealth management firm, looking for a skilled Customer Care Technician to join their team. This role involves supporting our clients by resolving complaints and breaches, and providing analysis on customer feedback.

The successful candidate will have experience in an IFA environment, with excellent communication skills and a good understanding of financial planning concepts and regulatory focuses. They will also possess a high standard of written and numerical skills, and be able to demonstrate strong report-writing skills.

Responsibilities:

  • Resolving client complaints and breaches
  • Assisting with investigations and providing analysis on customer feedback
  • Maintaining a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses
  • Providing assistance with any wider departmental functions as required

Benefits:

  • Competitive salary of £35,000 - £45,000 per annum
  • Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service

What We Offer:

We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals. You will also have access to our contributory pension scheme, as well as death-in-service benefit. Our social perks include invitations to our annual Christmas and Summer parties, and our professional development programme ensures you stay up-to-date with industry developments.