Wealth Customer Advisor — Flexible Hours & Growth

Wealth Customer Advisor — Flexible Hours & Growth

Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide exceptional customer service and support for investment and pension queries.
  • Company: Leading insurance provider with a focus on customer satisfaction.
  • Benefits: Generous pension scheme, holiday options, performance bonuses, and extensive training.
  • Why this job: Join a supportive team and grow your career in the wealth sector.
  • Qualifications: Excellent communication skills and a positive attitude required.
  • Other info: Flexible hours and a dynamic work environment for personal growth.

The predicted salary is between 30000 - 42000 £ per year.

A leading insurance provider is looking for a Customer Service Expert to join the Wealth Organisation in York. You will provide outstanding service via telephony, supporting customers with complex queries related to investment and pension products.

The ideal candidate will have excellent communication skills and a positive attitude. This role offers extensive training and a supportive work environment.

Additionally, numerous employee benefits including a generous pension scheme, holiday options, and performance bonuses make this position appealing.

Wealth Customer Advisor — Flexible Hours & Growth employer: Political, International and Development Studies Student Association

As a leading insurance provider, we pride ourselves on fostering a supportive and dynamic work culture in York, where our Wealth Customer Advisors can thrive. With extensive training programmes, generous employee benefits including a robust pension scheme, and opportunities for performance bonuses, we are committed to your professional growth and well-being. Join us to be part of a team that values excellence in customer service while providing the flexibility and resources you need to succeed.
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Contact Detail:

Political, International and Development Studies Student Association Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Customer Advisor — Flexible Hours & Growth

Tip Number 1

Make sure you research the company and its values before your interview. Knowing what they stand for will help you tailor your answers and show that you're genuinely interested in being part of their team.

Tip Number 2

Practice your communication skills! Since this role involves supporting customers with complex queries, being able to articulate your thoughts clearly and confidently is key. Try role-playing with a friend or family member.

Tip Number 3

Don’t forget to highlight your positive attitude during the interview. Employers love candidates who can bring a bit of sunshine to the workplace, especially in customer service roles where a friendly demeanour makes all the difference.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to grow with us in the Wealth Organisation.

We think you need these skills to ace Wealth Customer Advisor — Flexible Hours & Growth

Customer Service Expertise
Communication Skills
Problem-Solving Skills
Knowledge of Investment Products
Knowledge of Pension Products
Positive Attitude
Telephony Skills
Adaptability
Teamwork
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your customer service experience, especially in handling complex queries. We want to see how your skills align with the role of a Wealth Customer Advisor.

Craft a Compelling Cover Letter: Use your cover letter to showcase your communication skills and positive attitude. Tell us why you’re excited about the opportunity to work with investment and pension products.

Showcase Relevant Experience: If you've got experience in the insurance or financial sector, make it shine! We love seeing how your background can contribute to our team and help our customers.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Political, International and Development Studies Student Association

Know Your Products

Before the interview, make sure you have a solid understanding of investment and pension products. Research common queries customers might have and think about how you would address them. This will show your potential employer that you're proactive and knowledgeable.

Showcase Your Communication Skills

Since this role requires excellent communication skills, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your responses and ensure you can convey complex information in an easy-to-understand manner.

Emphasise Your Positive Attitude

A positive attitude is key in customer service roles. During the interview, share examples of how you've maintained a positive outlook in challenging situations. This will demonstrate your resilience and ability to handle complex queries with grace.

Ask Insightful Questions

Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the training process or the team culture within the Wealth Organisation. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.

Wealth Customer Advisor — Flexible Hours & Growth
Political, International and Development Studies Student Association
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