Pension & Investment Customer Advisor (Hybrid) in Southampton
Pension & Investment Customer Advisor (Hybrid)

Pension & Investment Customer Advisor (Hybrid) in Southampton

Southampton Full-Time 36000 - 60000 £ / year (est.) No home office possible
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Q

At a Glance

  • Tasks: Provide exceptional support for pension and investment products while handling customer calls.
  • Company: Leading wealth management firm in Southampton with a dynamic team.
  • Benefits: Full-time and part-time positions with comprehensive training and support.
  • Why this job: Enhance customer experiences in a fast-paced environment and develop valuable skills.
  • Qualifications: Resilience and ability to manage complex customer interactions.
  • Other info: Join a supportive team and grow your career in finance.

The predicted salary is between 36000 - 60000 £ per year.

A leading wealth management firm in Southampton seeks a Customer Service Advisor to provide exceptional support for pension and investment products.

Candidates must handle 30-40 calls daily, demonstrating resilience and the ability to manage complex customer interactions.

This role offers both full-time and part-time positions, providing comprehensive training and support.

Join a dynamic team and contribute to enhancing customer experiences in a fast-paced environment.

Pension & Investment Customer Advisor (Hybrid) in Southampton employer: Quilter plc

As a leading wealth management firm in Southampton, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our comprehensive training programmes equip you with the skills needed to excel in your role as a Pension & Investment Customer Advisor, while our commitment to work-life balance allows for both full-time and part-time opportunities. Join us to be part of a team that values resilience and innovation, making a meaningful impact on customer experiences every day.
Q

Contact Detail:

Quilter plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pension & Investment Customer Advisor (Hybrid) in Southampton

✨Tip Number 1

Practice your phone skills! Since you'll be handling 30-40 calls daily, it’s crucial to sound confident and friendly. Try role-playing with a friend or family member to get comfortable with answering questions about pensions and investments.

✨Tip Number 2

Research the company! Knowing the ins and outs of the wealth management firm will help you stand out. Familiarise yourself with their products and values so you can show how you’d fit into their dynamic team.

✨Tip Number 3

Show off your resilience! In your interviews, share examples of how you've handled tough customer interactions in the past. This will demonstrate that you can thrive in a fast-paced environment and contribute to enhancing customer experiences.

✨Tip Number 4

Apply through our website! We make it super easy for you to submit your application. Plus, it shows you're genuinely interested in joining our team. Don’t miss out on this opportunity!

We think you need these skills to ace Pension & Investment Customer Advisor (Hybrid) in Southampton

Customer Service Skills
Resilience
Complex Problem-Solving
Communication Skills
Call Handling
Time Management
Teamwork
Adaptability
Attention to Detail
Pension Knowledge
Investment Product Knowledge
Fast-Paced Environment Adaptation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service, especially in pensions and investments. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing exceptional customer support and how you can contribute to our team. Keep it engaging and personal – we love to see your personality!

Showcase Your Resilience: Since the role involves handling 30-40 calls daily, it’s important to demonstrate your resilience in your application. Share examples of how you've successfully managed challenging customer interactions in the past – we appreciate a can-do attitude!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it shows you’re keen to join our dynamic team!

How to prepare for a job interview at Quilter plc

✨Know Your Products

Familiarise yourself with pension and investment products before the interview. Understanding the basics will help you answer questions confidently and show that you're genuinely interested in the role.

✨Practice Resilience Scenarios

Since you'll be handling complex customer interactions, think of examples from your past experiences where you demonstrated resilience. Prepare to discuss how you managed difficult situations and turned them into positive outcomes.

✨Showcase Your Communication Skills

As a Customer Service Advisor, clear communication is key. During the interview, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your delivery.

✨Ask Insightful Questions

Prepare a few thoughtful questions about the company culture or training processes. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.

Pension & Investment Customer Advisor (Hybrid) in Southampton
Quilter plc
Location: Southampton
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Q
  • Pension & Investment Customer Advisor (Hybrid) in Southampton

    Southampton
    Full-Time
    36000 - 60000 £ / year (est.)
  • Q

    Quilter plc

    1000+
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