Financial Services Representative

7 days ago


Kilmarnock, East Ayrshire, United Kingdom Pertemps Scotland Full time

Pertemps Scotland is seeking a highly motivated and customer-focused Financial Services Representative to join their team in Kilmarnock. This exciting opportunity offers the chance to build a successful career within a dynamic and supportive organisation.

The role involves managing a pipeline of inbound and outbound calls to resolve customer queries, creating strong relationships with customers, and navigating relevant systems to update customer information. To be successful, you will need to work towards achieving set Key Performance Indicators (KPIs) and ensure adherence to company policies and procedures.

This position requires a driven and confident individual with strong customer service experience, ability to work to meet set targets, and good computer skills. The ideal candidate will be available for Monday-to-Friday shifts, including occasional Saturdays, and must be able to pass a credit check and disclosure check.

Key Responsibilities:

  • Resolve customer queries via phone or other communication channels
  • Build and maintain strong relationships with customers
  • Navigate and update relevant systems with customer information
  • Achieve set KPIs on a weekly basis
  • Ensure compliance with company policies and procedures

Benefits:

  • Competitive salary of £23,500 per annum, with potential to earn up to £300 bonus per month
  • Hybrid working arrangement, with 3 days spent in the Kilmarnock office and 2 days working from home after an initial 3-month period
  • 37.5 hours per week, with shifts across Monday to Thursday (8am-8pm) and Friday (9am-5pm), with 1 in 3 Saturdays worked (8am-2pm)
  • 28 days annual leave, increasing to 31 days after 5 years of service
  • Pension scheme with 5% employee and minimum 4% employer contributions
  • Life assurance (3 times annual salary)
  • Free medical, dental, and optical healthcare cash plan

About Pertemps Scotland:

Pertemps Scotland is a leading recruitment agency operating in the global financial services sector. Our team is dedicated to providing exceptional customer service and supporting our clients in finding the best talent for their business needs.



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