Adviser Support Consultant

Adviser Support Consultant


Financial Services

£18,000 - £20,000

Mon-Fri 35 hours, (office based initially with hybrid option available), 26 days holiday plus stats, bonus, 10% pension, 4xDIS, PMI, flexible benefits, opportunities to progress, study support, free parking.


Do you see yourself as a ‘people person’?

Do you excel in providing superb customer service, ideally in a B2B environment?

This is THE opportunity for you!

Our Client is a high profile, Financial Services business who has an immediate requirement for several Adviser Support Consultants, to work on a full-time basis 35 hours per week. Hours will be either 8-4pm, 9-5pm or 10-6pm Monday to Friday. The role will be office based initially (west of Newcastle) and has the option of hybrid working, after an initial training period.

Responsibilities will include:-

  • Assisting advisers with their day-to-day Payment and/or system related queries
  • Investigating and owning through to resolution where issues arise
  • Meeting SLA’s which include;

– Right First Time 95%, Queries resolved within 48 hours 95% and Calls Answered 95%

  • Provide excellent customer service to our Advisers and support staff, both reactively and pro-actively
  • Deal with inbound queries from all Advisers and AR’s relating to uploading business onto our Point-of-Sale system or issues in relation to missing payments
  • Provide technical processing for Advisers when dealing with investment valuations
  • Maintain a high-quality record for data protection purposes
  • Co-ordination of remedial training identified through repetitive questions and observation
  • Help Advisers increase business levels by offering support in the sales process
  • Adhere to company and FCA standards relating to data protection, GDPR, legality and financial crime
  • Provide additional ad-hoc support to the Leadership Team when required for administration tasks such as team rota, Management Information, inbox management, workflow administration and webinar co-ordination

  • Must have experience in volume call handling, ideally B2B (business to business)
  • Experience within a contact-centre and or/Financial Services/regulated environment is preferred
  • Confident and clear communication skills
  • Great attention to detail
  • Excellent problem-solving ability – must be able to obtain resolution and complete task

Are you interested?

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