Business Support Specialist (Wealth)

The opportunity

We are proud of the outstanding customer service provided by our Customer Service Consultants within our FIRST team. We're seeking a Diploma qualified expert in Wealth, to support our network of advisers and internal teams with high quality, knowledgeable customer service on the Adviser Support channel.

Our team offers technical expertise and efficient issue resolution, guiding advisers through sales processes and compliance procedures. Your role as the first point of contact is crucial, guaranteeing a delightful customer experience that adheres to quality and regulatory standards.

This is a hybrid role, based in our Swindon office.

The benefits:

Salary - up to £41,000
Bonus scheme - on target bonus -7.5%
Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
Critical illness cover
Income protection - 1x salary
Death in service - 4x salary
27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

Delivering high customer satisfaction scores by being truly customer-centric and a skilful problem-solver.
Use industry and process expertise, to ensure delivery of an excellent support service in line with expectations
Identify and resolve adviser queries efficiently, whilst building strong and professional relationships
Proactively take ownership for ensuring a comprehensive understanding of systems and procedures.
Maintain accurate records of contacts related to the role, with a high attention to detail for future data analysis
Championing the adviser perspective, understanding their pain points and collaborating with others to support positive change
Provide training in your specialist area to colleagues to support onboarding, mentoring and improve other’s knowledge
Liaise with other departments and service teams to keep advisers updated on ticket progress
Protecting and maximising the department/company reputation and act as a brand ambassador
Support with other tasks as and when required

What will you need to succeed?

Qualifications/ Experience:

Essential - Diploma Qualified - Working towards Chartered Professional Status or equivalent (Candidates with considerable competence and experience can be considered).
Essential - Good understanding of Pensions and Investment
Previous Platform experience
Experience of Customer Service/Contact Centre environment

Skills and Competencies:

Excellent communication skills with the ability to communicate, effectively, clearly and empathetically in both verbal and written form
Ability to think quickly, critically and provide solutions to meet our customer needs
Manage complex customer queries and escalations with confidence and care
Strong organisational and multitasking skills
Committed to customer satisfaction and consumer duty
Excellent IT skills that cover a variety of systems and Microsoft Office
Ability to work in a team, build and maintain strong working relationships
Calm and professional under pressure, with a customer-first mindset
Experience of working in a dynamic environment
Self-aware with a passion for learning and self-development within Financial Services

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Apply

Business Support Specialist (Wealth)

The opportunity

What will you need to succeed?

Why us?

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