Address
Form of workPart Time Financial Services Assistant (Investments and ISAs)
Location: Farnborough
Salary: £26,000 (pro rata)
Hours: Monday, Tuesday and Thursday 9am - 5.30pm
My client is a UK-based fintech company and they are looking for a candidate who has a customer service and Financial Services background and has dealt with Investments and ISAs. They are looking for a passionate and enthusiastic team player with strong organisational and problem-solving skills.
Come and join an exciting, innovative, and forward-thinking team that prides itself on outstanding levels of service in a friendly, welcoming, and inclusive environment.
Responsibilities:
Reporting to, and supporting the Investment Ops Team Leader, you will play an essential part in the team.
Ensuring you provide the best possible level of service, both to our members and the wider teams.
Dealing with enquiries predominantly via email but also telephone
Providing weekly updates to our finance partners
Dealing with the transfer and rejection of finance products
Chasing open queries with relevant departments and keeping communication with members up-to-date
Be available, visible, and able to answer any questions
Ensure processes and procedures are up-to-date and adheard to
Liaise with our Members on internal escalations ensuring all contact channels are updated
Onboard new Special Accounts through the correct due diligence process
Daily management of accounts and assisting with all queries relating to both new and exciting account holders
Person Specification:
Basic knowledge in investments (ideally stocks and shares ISAs).
Experience within a regulated environment, preferably working to FCA guidelines.
Competent use of computer software to prepare reports and documents via Microsoft and/or Google-Suite systems.
You are a clear communicator and able to use diplomacy and sensitivity wherever needed.
You’re a problem-solver who can assess a situation and identify possible solutions.
A confident and approachable people person.
Someone who cares and is passionate about what they are doing every day!
Someone who can keep calm in a crisis.
Benefits:
Workplace pension plan
30 days of holiday (including all but 3 public holidays)
Cash health plan.
An excellent Induction and onboarding program with ongoing learning and development throughout your career
Physical and Mental Wellbeing support and platforms for you and your family
Breakfast and snacks every day
Great company events local and abroad!
Enhanced Maternity and Paternity leave
Salary Sacrifice options
Your Birthday Day off
