Job Description
The purpose of this role is to act as the primary contact point for IFAs and customers, ensuring that an exceptionally high level of service is delivered
Duties and Responsibilities include:
– To ensure that all calls and email enquiries are handled in a professional manner, taking ownership and following these through to resolution
– Dealing with IPB queries.
– Monitor the adviser system and ensure sufficient departmental phone cover/email cover is consistently in place
– Recognise any complaints received within the area and refer appropriately within the required timescales.
– Provide support to front office teams as appropriate
– To provide support to the Team Leader
– Responsibilities and assignments within the department whilst working to achieve both personal and departmental objectives
– To support the on-going development of the department via project involvement and delivery of ad hoc tasks and requirements
Skills and Experience Required:
– Demonstrate enthusiasm and a positive approach to working performance
– Possess excellent communication skills
– be a strong team player who is able to work with limited supervision
– Have a logical and organised approach to problem solving
– Strong attention to detail delivering quality outcomes
– Experience within a life assurance environment would be an advantage
– Minimum 5 A* – C / 9 – 4 Grade GCSEs (including English and Math) or equivalent – essential
– FA1 & CF1 (or equivalent regulatory qualification) desirable, but not mandatory
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Job Reference No: EPL211845
