Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Customer Care Technician, investigating client complaints and ensuring top-notch service.
- Company: AFH Wealth Management is a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, a bonus scheme, and health perks.
- Why this job: Be part of a growing team that values your input and offers professional development opportunities.
- Qualifications: Experience in an IFA environment and strong communication skills are preferred.
- Other info: Hybrid working available; apply today to kickstart your career with us!
The predicted salary is between 28800 - 43200 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive salary and benefits
Customer Care Technician
An opportunity to join AFH Wealth Management,oneof the UK’s leading independent financial advisory and wealth management firms.
We are looking for those of you who wish to grow with us as a business and support our strong growth plans, withhybrid working. This is afull-time permanent opportunityand in return, you will receive a competitive salary andrange of benefits.
Please apply today to register your interest injoiningtheteam, as you support AFH in dealing with breaches.
As our Customer Care Technician you will typically:
- Understanding of the Firm’s advice approach in order to maintain and develop knowledge and ensure consistent application across the Group.
- Involvement in investigations in order to determine whether breaches in the firm’s processes have created any client detriment.
- Maintaining a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses through the completion of annual CPD
- Assistance with any wider departmental function as required.
- Analysis of customer feedback process, ensuring that sufficient intelligence is gathered to demonstrate achievement of positive consumer experience.
- Review of customer focused regulatory industry update summaries to ensure our approach to breach/complaint rectification is in line with expectations.
- Escalate to senior management and Operations where issues with our products and services are identified, when investigating breaches and complaints
As part of the role, you will also:
- Carry out investigations of client complaints, following the firm’s standard complaints procedure and formulating client final responses,
- Through breach and complaint MI, perform a firm-wide analysis of identified root-causes, and work closely with Operations/Change Management to ensure that issues are satisfactorily rectified.
- Analysis of all MI connected to client outcomes and periodic reporting of this analysis to Risk to support Consumer Duty deliverables.
- Efficient and comprehensive analysis of company financial promotional material as part of the Firm’s regulatory sign-off process, ensuring that all relevant literature is appropriate for the client audience
What we are looking for in our ideal Customer Care Technician
- Experience in an IFA environment, demonstrating quality communications of constructive feedback
- Diploma in Financial Planning (desirable, but not essential)
- Willingness to take further qualifications, as relevant to your role
- Demonstration of knowledge and experience in personal financial planning
- A high standard of written and numerical skills
- An ability to demonstrate strong report-writing skills
- A high level of accuracy and attention to detail
- Aptitude in Microsoft Office
Benefits and Perks at AFH
- Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- Social perks – To recognise and celebrate employees\’ great work we are all invited to our annual Christmas and Summer parties.
- 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.
- Health and wellbeing – The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts – Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via recruitment@afhgroup.com. We look forward to hearing from you!
#J-18808-Ljbffr
Customer Care Technician employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Care Technician
✨Tip Number 1
Familiarise yourself with the financial advisory sector, especially the regulatory frameworks that govern it. Understanding these regulations will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client complaints and breaches. Use real-life examples from your experience to showcase your problem-solving skills and attention to detail.
✨Tip Number 4
Research AFH Wealth Management's values and culture. Tailor your discussions during interviews to reflect how your personal values align with theirs, showing that you're not just a fit for the role, but for the company as well.
We think you need these skills to ace Customer Care Technician
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Customer Care Technician at AFH Wealth Management. Familiarise yourself with their approach to client care and the importance of maintaining compliance.
Tailor Your CV: Highlight relevant experience in an IFA environment and any qualifications related to financial planning. Emphasise your communication skills and attention to detail, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and how your background aligns with AFH's values. Mention specific examples of how you've handled client complaints or provided constructive feedback in previous roles.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A high standard of written communication is essential for this role, so take the time to review your application carefully before submitting it through our website.
How to prepare for a job interview at AFH Financial Group.
✨Understand the Company and Role
Before your interview, make sure you thoroughly research AFH Wealth Management and understand their approach to financial advisory. Familiarise yourself with the responsibilities of a Customer Care Technician, especially regarding breach investigations and client feedback analysis.
✨Showcase Your Communication Skills
As this role requires quality communication, be prepared to demonstrate your ability to provide constructive feedback. Use examples from your past experiences where you effectively communicated complex information or resolved client issues.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this position, be ready to discuss how you ensure precision in your work. Share specific instances where your attention to detail made a significant difference in your previous roles.
✨Prepare for Technical Questions
Since a good understanding of financial planning concepts is essential, brush up on relevant regulations and industry standards. Be prepared to answer technical questions that assess your knowledge and experience in personal financial planning.
