Bracknel- IFA Administrator- £28K
Job Summary:
The Client Services team is the primary point of contact for clients and prospects seeking advice and services. They manage inbound and outbound communications, book appointments for Advisers, and handle customer inquiries.
Key Responsibilities:
1. Handle inbound and outbound calls to book appointments and provide pension-related information.
2. Conduct outbound calls for appointment bookings following campaign launches.
3. Generate quality appointments where there is a genuine need for advice.
4. Report on performance and identify areas needing different approaches or training.
5. Adhere to call scripts and accurately record and report all call activities.
6. Ensure compliance with company policies, regulatory guidelines, and quality assurance requirements.
Key Behaviours
- Attention to detail
- Communication
- Customer focus
- Initiative
- Planning and organising
- Embracing change
Skills:
- Excellent communication and listening skills
- Strong telephone manner
- Customer-focused with the ability to manage and overcome objections
- Accuracy and attention to detail
- Resilient and diplomatic
Knowledge and Experience:
- Knowledge of telephone-based customer service
- Understanding of regulations and products in the retail financial services market
- Track record of meeting and exceeding targets
- IT literacy and telephone user skills
- Experience in financial services, business development, or customer service
- Negotiation and objection handling experience is desirable
- Experience in building and maintaining positive customer relationships
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.