IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses.
To £26,000 plus benefits, bonus and exam support
The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.
We are looking for someone with a real can-do attitude who is passionate about delivering excellent customer service and willing to go the extra mile for our customers.
Working as part of a team you will be working in a dynamic, fast paced environment where no two days are the same.
As a Customer Service & Sales Advisor, your role involves managing incoming customer calls, identifying their needs, and providing personalised solutions while promoting products and upselling when relevant.
Your primary objective is to boost sales, enhance customer satisfaction, and meet performance targets through excellent service.
The opportunity is office based and part-time (3 days).
Administrator required by this small and successful firm that provides advice and support to a range of HNW clients and has built an excellent reputation for delivering high quality service for many years.
It's not just about answering calls; it's about providing exceptional service and ensuring every customer has the best experience possible.
At Calor, our Contact Centre is filled with passionate and forward-thinking individuals dedicated to making a difference in the lives of our customers.