At a Glance
- Tasks: Engage with customers to provide updates on their investments and offer tailored financial guidance.
- Company: Join Aegon, a purpose-led business focused on financial wellbeing and customer support.
- Benefits: Competitive salary, generous pension contributions, private medical cover, and 25 days leave.
- Other info: Remote work with opportunities for career growth in a diverse and inclusive environment.
- Why this job: Make a real difference in people's lives while developing your customer service skills.
- Qualifications: Experience in customer service and strong communication skills are essential.
The predicted salary is between 24479 - 27200 £ per year.
Job Description Summary Job Description Job Description Customer Contact Consultant 6-month Fixed-Term Contact (FTC) - Full time
Location: Remote (If successful, you'll need to visit one of our offices (Edinburgh, Peterborough, Witham or Farnborough) to complete your
Rig
Salary: A competitive salary from £24,479 - £27,200 depending on the experience you can bring.
Closing date: Monday 31 August 2026 As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter.
We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grad or humble their ambitions.
We help people live their best lives.
We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments.
At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
As a Customer Contact Consultant within our Aegon Financial Planning team, you will be responsible for contacting our existing Investment Members who pay an On-Going Advice charge by telephone.
You will update these customers on their investments and Annual Customer Reports along with reviewing customers current situation and any changes.
You will provide a first-class experience to all customers.
Key responsibilities
- Review previous adviser interactions and assess members’ investment portfolios, including valuations, fund types and overall suitability.
- Identify any funds that require action, ensuring members’ portfolios remain aligned with their objectives and current recommendations.
- Provide clear guidance on Individual Savings Account (ISA) allowances, helping members understand their options and make the most of their tax‑efficient savings opportunities.
- Discuss any changes in a member’s personal or financial circumstances, including their investment objectives and attitude to risk, and recognise when a member would benefit from further support from a Financial Planning Manager.
We’d love to hear from you if you have
- Proven experience in delivering excellent customer service, whether in a contact centre, face‑to‑face environment, helpdesk, or similar customer‑focused setting.
- Confident telephony skills, with the ability to build positive, meaningful interactions and provide clear, supportive guidance to customers over the phone.
- Strong PC and multitasking abilities, enabling you to navigate multiple systems efficiently while actively supporting our members.
- An understanding of key risks within the Financial Services industry, with the ability to recognise when to elevate issues appropriately.
- A collaborative approach, working effectively with colleagues to meet the needs of our members and support wider departmental goals.
What’s in it for you?
- 3% of your salary to pension, we match 9%, up to 20% total.
- A discretionary bonus depending on personal and company performance.
- 25 days leave per year (including bank holidays, pro‑rated for part‑time).
- Private medical cover.
- Life assurance.
- Critical illness cover.
- Enhanced parental leave.
- Retail discount vouchers.
- Cycle2Work scheme.
- Subsidised restaurant.
- Online GP appointments.
To find out more about what to expect at Aegon, visit our careers site.
Equal Opportunity Employer
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
Our story started over 190 years ago, right here in the UK.
We were originally founded as Scottish Equitable, but today we’re part of Aegon.
We’re the UK’s largest investment platform, and we put financial wellbeing at the heart of our organisation.
As a purpose-led business, we're focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter.
We're here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grand or humble their ambitions.
Working at Aegon, you'll play an important part in helping achieve this.
The legal bits
If we offer you a job and you accept, you will need to come into one of our offices to confirm you have the right to work in the UK.
There are also some checks we’ll need to complete before you can start with us.
This will include a credit and criminal check, as well as providing satisfactory references.
We have offices in Edinburgh, Peterborough, Witham & Farnborough.
- Read more about life at Aegon here - https://www. aegon. co. uk/careers
- #J-18808-Ljbffr
Customer Contact Consultant employer: Transamerica Corporation
Transamerica Corporation is an excellent employer, providing a supportive work culture that values flexibility and employee well-being in the vibrant city of Edinburgh. With opportunities for professional growth, a comprehensive benefits package including a robust pension scheme and annual bonuses, employees can thrive both personally and professionally while enjoying a balanced hybrid working model.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Contact Consultant
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Transamerica Corporation. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Transamerica Corporation before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Contact Consultant
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Transamerica Corporation:Your cover letter is your chance to shine! Tell us why you want to work at Transamerica Corporation specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Transamerica Corporation!
How to prepare for a job interview at Transamerica Corporation
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
