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For Companies At a Glance
- Tasks: Support 1.8 million clients with queries via calls and written correspondence.
- Company: Join a leading Bristol-based Wealth Management company focused on financial services.
- Benefits: Enjoy in-house training, mentorship, and a clear progression path in your career.
- Why this job: Kickstart your career in finance with tailored training and real impact on clients' lives.
- Qualifications: Experience in service roles is preferred; passion for financial services is essential.
- Other info: This is not a sales role; it's all about helping clients succeed.
The predicted salary is between 28800 - 43200 £ per year.
We have a new position open for a Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department. You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You'll receive in-house training and work across the business to be able to help clients with complex operational, investment-based or pensions and retirement-based queries.
This role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based Wealth Management company. You will join our tailored training programme that involves side-by-side coaching, interactive workshops on HL's products & services, the systems we use and much more.
Testimonial from our recently promoted Helpdesk Consultant, Archie, who has been recently promoted to Team Leader: 'I have benefited from both the in-house training as well as the encouragement and sponsorship of both the company and my managers to undertake external qualifications. There is a clear progression path internally and resources are made easily available to plot your own career journey yourself.'
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Helpdesk Consultant (Full-Time)
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly investment and pensions. Understanding the basics will not only help you answer client queries more effectively but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Practice your communication skills, especially in handling complex queries. Role-playing scenarios with friends or family can help you articulate your thoughts clearly and confidently, which is crucial for a Helpdesk Consultant.
✨Tip Number 3
Network with current or former employees of the company. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying and interviewing.
✨Tip Number 4
Be prepared to discuss your previous service-related experience in detail. Think of specific examples where you successfully resolved issues or improved customer satisfaction, as this will showcase your suitability for the role.
We think you need these skills to ace Helpdesk Consultant (Full-Time)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Helpdesk Consultant position. Tailor your application to highlight relevant experience in service-related roles.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in customer service or related fields. Emphasise any skills that relate to handling complex queries, as this will be crucial for the role.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of the training programme that excite you and how you see it aligning with your career goals in Financial Services.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Click To Hired
✨Understand the Role
Make sure you have a clear understanding of what a Helpdesk Consultant does, especially in the context of financial services. Familiarise yourself with common queries related to investments and pensions, as this will help you demonstrate your knowledge during the interview.
✨Showcase Your Customer Service Skills
Since this role is all about supporting clients, be prepared to discuss your previous experience in service-related roles. Highlight specific examples where you've successfully resolved issues or provided exceptional support to customers.
✨Prepare for Scenario Questions
Expect to be asked how you would handle certain situations that may arise on the helpdesk. Think through potential scenarios involving client queries and prepare your responses to show your problem-solving skills and ability to remain calm under pressure.
✨Express Your Career Aspirations
This position is a stepping stone for career development within the company. Be ready to discuss your long-term career goals and how this role fits into your plans. Showing ambition and a desire to grow can make a positive impression on your interviewers.
