Customer Care IFA Administrator

Job Details

Reference ID 2072
Vacancy Location Bromsgrove
Job sector
Job type
Remuneration Salary of £30,000 - £40,000 depending on experience

Description

This Customer Care IFA Administrator job in Bromsgrove provides
hybrid working and opportunity to join a leading independent financial planning
firm.

As a Customer Care IFA Administrator you will be working
within their customer care / complaints team. You will be helping to resolve
any complaints by providing start to end support to obtain a satisfactory resolution.

The role has plenty of processes and templates in place to
support you with how to resolve issues, however it also requires an individual
able to actively listen and identify where bespoke responses are required.

As our client is an independent financial planning business,
the complaints are in respect of the delivery of financial planning advice to
clients, often in relation to the administrative element, rather than the
advice. Therefore, we are ideally seeking individuals with experience within financial
planning such as an IFA Administrator.

Our client would consider individuals from a complaints
handling role from wider area of financial services, such as a Bank or Building
Society. However, they would be keen to know your level of investment and
pension product knowledge.

Customer Care IFA Administrator Requirements

  • This
    role is well suited to IFA Administrators looking for something different
  • Individuals
    with some R0s exams would be preferred
  • This
    role is also open to individuals with complaints handling experience,
    subject to your level of investment and pension knowledge
  • You must
    be able to handle discreet information and act in a highly professional
    manner

Customer Care IFA Administrators Benefits

  • Salary
    of £30,000 – £40,000 depending on experience
  • 3
    days office based in Bromsgrove and 2 days from home
  • Varied
    working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your
    schedule
  • Plus
    comprehensive benefits including, contributory pension scheme, DIS,
    discretionary bonus after full year’s service, option to buy and sell
    holiday, plus birthday off and additional holiday days for long service,
    Christmas and summer parties, health and wellbeing resources, shopping
    discounts
  • The
    business is committed to professional development for their team and will
    be open to facilitating your career plans

Locations

Bromsgrove

Call us
now on 0208 0044 154 or click Apply

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