Job Description

SERVICE & INVESTMENT EXECUTIVE

Salary:

From 24,242 per annum (real living wage) (depending upon experience) + a range of great benefits (inc wellbeing days, employee healthcare cash plan and the ability to work hybrid)

Place of work:

Navigators Point, Belmont Business Park, Durham, DH1 1TW (hybrid working available)

Working Hours:

37 hours per week, Monday to Friday

Who We're Looking For

We're looking for someone with

exceptional customer service skills

and a

strong background of helping businesses

navigate the ever-evolving business landscape.

You will provide exceptional service to customers across a range of products and services within UMi, through a multitude of channels. Proactively assessing, co-ordinating and deciding on the appropriate support required. You will also facilitate and undertake the associated

documentation and administration

required throughout the customer journey to ensure smooth and effective service delivery.

What Makes You Perfect For the Role

Confidence and an outgoing personality, with the ability to engage and adapt communication to suit a diverse range of customers and businesses. Experience and understanding in the assessment of grants and publicly funded programmes Demonstrable understanding of and the ability to use questioning and basic sales techniques to identify and understand customer requirements Ability to interpret basic business financial information A strong background in business or a related field, with the ability to understand diverse business challenges and opportunities. Exceptional diagnostic abilities to assess client needs accurately and efficiently. Strong communication skills, both written and verbal, to engage with customers effectively over telephone, webchat, and email. Comfortable and proficient in using virtual communication tools and software. Prior knowledge of completing due diligence / Anti-Money Laundering checks, assessing risks and making informed decisions is a plus.

Role Responsibilities

Achieve project targets in full, facilitating the completion of customer investment applications, completing enhanced due diligence/AML check to protect funds and mitigate risk and assess subsequent claims for funding. Provide exceptions customer service, engage empathetically with customers and respond to their needs. Assess requirements and articulate appropriate products / services using all channels. Ensure all activities / interactions are recorded in an accurate and timely manner. Undertake detailed discussions with clients to assess eligibility around complex business issues, understand business challenges and confirm eligibility against scheme requirements. Effective diary management and scheduling of appointments for Advisers. Support development and maintenance of clear work instructions. Undertake administration duties including reception management and any ad-hoc requirements. Manage and prioritise your own workload and duties as required in line with a rota for telephone, webchat and email enquiries.

Additional Benefits

In addition to our comprehensive list of benefits including

competitive salary, health cash plan, and pension

, you'll also receive:

Holidays

- 25 days holiday per year - plus bank holidays, increasing annually after 3 years' service up to a maximum of 28 days.

Wellbeing Days

- take up to 6 days leave per year to take time out for yourself.

Flexible Working

- ability to request and apply flexibility to your working pattern to allow the best work-life balance and wellbeing for you.

Hybrid Working

- after 3 months, you will be able to work up to 2 days a week from home.

Salary Sacrifice Schemes

- ability to purchase and enjoy perks and save money via your salary!

Who We Are

UMi helps businesses to do more and go further by finding and packaging the best information, expertise and finance.

Since 2007, we've worked with more than 630,000 businesses across the UK, helping them by distributing 325m in grants and loans, raising 640m in private investment, creating and safeguarding 43,000 jobs, and facilitating new contract wins worth 187m through our:

Business Support - We work out what a business requires and give them what they need via a mix of one-to-one support, events and programmes. Finance & Funding - We design and manage grant and loan funds for businesses to make it easier for them to survive and thrive.
We're proud to be a team that goes above and beyond, because as an employee-owned and B Corp business, we stand side by side to make a real difference to the world around us.

If you have a passion for supporting and championing business, we want to hear from you!

If you're ready to take the next step in your career and play a key role in supporting the success of small businesses, we want to hear from you!

Apply now to join an incredible team and a world-class employee-owned business, that as a certified B Corp, balances people, profit, and planet equally.

Please note

applications will be reviewed on a rolling basis, and the vacancy may therefore close earlier if we receive a strong response rate and/or good calibre of applicants. We will notify you if this happens.

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You must reside in UK and be able to produce evidence of eligibility to work in UK. UMi complies with all relevant UK legislation.

We are and equal opportunities employer, committed to promoting a diverse and inclusive community where all individuals thrive. We do not discriminate on any grounds inclusive of age, race, gender, disability, religion or belief, gender reassignment, pregnancy or maternity, race, sexual orientation or marriage and civil partnerships and comply with all relevant UK legislation.

Job Types: Full-time, Permanent

Pay: From 24,242.00 per year

Benefits:

Additional leave Bereavement leave Company pension Cycle to work scheme Employee discount Enhanced maternity leave Enhanced paternity leave Free flu jabs Free parking Gym membership Health & wellbeing programme On-site parking Paid volunteer time Referral programme Sabbatical Sick pay Store discount Transport links Work from home
Schedule:

Monday to Friday
Ability to commute/relocate:

Durham DH1 1TW: reliably commute or plan to relocate before starting work (required)
Education:

GCSE or equivalent (preferred)
Experience:

customer service: 3 years (required) interpreting business financial information: 3 years (preferred) assessment of grants: 3 years (preferred)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in Durham DH1 1TW