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Customer Advisor

  • Location: Stockport
  • Salary: £25,000-£32,000 DOE + Bonus + Amazing Benefits per year
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Front-Line Talent
  • Contact: Jo Sanderson
  • Expiry Date: 17 September 2022
  • Job Ref: JS/19323

​Do you have full understanding and knowledge of the regulatory requirements of the FCA?

Are you used to structured working and following policies and procedures?

Can you work with enthusiasm, consistently delivering a great service?

Due to a business growth, we have an exciting opportunity to join a company who consider working options to suit your lifestyle and understand work should be fun and sociable, whilst focusing on career development.

Protection Advisor Role

It’s important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for you. This role is about the quality of the customer journey providing advice on company products, building a rapport so through their choices they make the right one. This is over the telephone and can be direct with personal customers and our business customers too.

Protection Advisor Responsibilities

•Providing exceptional service and advice over the telephone to customers.

•Time management is key as the role is fast paced, and you will have lots of customer needs to meet.

•Proactivity in maintaining your knowledge being a driver in your own performance, knowing you will be supported.

•Ensuring that FCA and internal regulatory standards for advice provision are met.

•Quality of advice provided is a must with every fact find, making sure you have everything documented along with the analysis and outcomes. Every conversation is important.

Protection Advisor Requirements

•Experience within Financial Services.

•Confident telephone manner.

•Full understanding and knowledge of the regulatory requirements of the FCA.

•Strong Customer orientation and engagement skills.

•Highly motivated with a drive to deliver sales targets and outstanding customer outcomes.

•A driven individual with committed to person development and progression.

•Strong organisation skills with the ability to manage personal time and focus to maximise productivity and results.

•Financial services qualifications appropriate to the role.

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.