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Snr Call Centre Investment Consultant View Job details:
| Posted by: | First People Solutions Group Ltd |
| View all jobs from First People Solutions Group Ltd | |
| Address: | 33 Bothwell Street G2 6NL |
| Contact Details: | 0141 270 5000 |
| Date Posted | 13th Jun 2008 |
| Reference Code: | 0804-311 |
| View Since Posting: | 54 |
| Salary: | £22500 per annum |
| Vacancy Location: | Glasgow |
| Full Description: | |
| THE ROLE Senior Call Centre Investment Services Consultant Location: Glasgow Salary: £22,500 Benefits Package: Excellent benefits including pension, bonus and healthcare Reporting to: Investment Services Manager Team Leader Supporting the Team Manager by motivating and acting as a Buddy to less experienced members you will be responsible for assisting in the day to day management of the team by delegating, checking and authorising work. Through the highly professional management of inbound / outbound calls and written communications you will deliver a world class service to wealth management clients. Both client and project management will be an integral part of this role. Responsibilities will include, but not be limited to, regular proactive telephone contact with the client case book, ensuring the application of current legislation to the likes of ISAs and Capital Gains Tax in the management of portfolios and identifying opportunities for cross selling other group products as appropriate. THE COMPANY Our client is a highly prestigious global Wealth Management Bank. They are one of the first financial services organizations to bring all major Wealth Management services under one umbrella. Serving affluent, high net worth and intermediary clients worldwide, this is one of the most exciting places to be in the financial services market right now. EXPERIENCE & QUALIFICATIONS The ideal candidate for this role will have a strong financial services background and will have experience of working in a contact centre environment. You will be able to demonstrate an understanding of Pooled Investments, Stocks and Shares, ISAs and PEPs . Aptitude in numeracy is essential as is strong written and verbal communication skills. A working level knowledge of outlook, word and excel is also required. For this role it is also desirable to hold a relevant qualification in Investments e.g IMC, IAQ or FPC, although this is not essential. CONTACT DETAILS Contact Name:Nikki Marquer Direct Dial:0141 270 5002 Email Address:nmarquer@fpsg.co.uk ***SCOTTISH RECRUITMENT AWARDS WINNERS*** Recruitment Manager of the Year 2008 Large Recruitment Agency of the Year 2007 Permanent Recruitment Consultant of the Year 2007 Recruitment Manager of the Year 2007 |
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