Ongoing Serv Review Consultant
Permanent and 12 Month Fixed Term Contracts - Full time
Location: Fully Remote
Salary: A competitive salary from £21,840 – £23,900, depending on the experience you can bring.
Closing date: 20th September
As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grad or humble their ambitions.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
As an On-Going Service Review Consultant, you will be responsible for contacting our existing Investment Members who pay an On-Going Advice charge by telephone. You will update these customers on their investments and Annual Customer Reports along with reviewing customers current situation and any changes. You will provide a first-class experience to all customers.
Key Responsibilities:
Reviewing previous advised interactions, investment portfolio information including valuations and fund types.
Identifying any funds which the member needs to be moved from their portfolio.
Discuss ISA (Individual Savings Account) allowances.
You will also discuss any changes to the members circumstances, the objective for the investment, attitude to risk level and need to be able to identify if a member will benefit from speaking to a Financial Planning Manager.
We’d love to hear from you if you have:
Excellent telephony experience, where you can build a positive interaction.
Experience in customer service (contact centre, face-to-face, helpdesk – that kind of thing)
PC skills to navigate multiple systems efficiently whilst speaking to our members.
An awareness of risks associated with in the Financial Services Industry.
Worked collaboratively to meet the needs of the member and department requirements
What’s in it for you?
A non-contributory pension between 8%-12%
A discretionary bonus, depending on personal and company performance.
34 days leave per year (including bank holidays, pro-rated for part-time)
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant, and online GP appointments.
We ask everyone to be brave, raise their game, deliver first time, help others, and act in everyone’s best interests. If you recognise yourself in this, we would love to hear from you.
The legal bits
We will need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references. You will be required to attend one of our offices in person with your right to work documentation. Our locations are Edinburgh, Peterborough & Witham.