Job Description

We are proud of the outstanding customer service provided by our Customer Service Consultants within our FIRST team. We're seeking a Diploma qualified expert in Wealth, to support our network of advisers and internal teams with high quality, knowledgeable customer service on the Adviser Support channel.




Our team offers technical expertise and efficient issue resolution, guiding advisers through sales processes and compliance procedures. Your role as the first point of contact is crucial, guaranteeing a delightful customer experience that adheres to quality and regulatory standards.

This is a hybrid role, based in our Swindon office.

The benefits:

Salary - up to 41,000 Bonus scheme - on target bonus -7.5% Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% Critical illness cover Income protection - 1x salary Death in service - 4x salary 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

Delivering high customer satisfaction scores by being truly customer-centric and a skilful problem-solver. Use industry and process expertise, to ensure delivery of an excellent support service in line with expectations Identify and resolve adviser queries efficiently, whilst building strong and professional relationships Proactively take ownership for ensuring a comprehensive understanding of systems and procedures. Maintain accurate records of contacts related to the role, with a high attention to detail for future data analysis Championing the adviser perspective, understanding their pain points and collaborating with others to support positive change Provide training in your specialist area to colleagues to support onboarding, mentoring and improve other's knowledge Liaise with other departments and service teams to keep advisers updated on ticket progress Protecting and maximising the department/company reputation and act as a brand ambassador * Support with other tasks as and when required