Customer Contact Consultant

Aegon N.V.; Deutschland; Hybrid; EUR 35.000 - 53.000; Vollzeit

Benefits dieser Stelle

Pension matched

Private medical cover

Life assurance

Critical illness cover

Enhanced parental leave

Retail discount vouchers

Cycle2work scheme

Subsidised restaurant

Online GP

Zusammenfassung

Aegon N.V. seeks a Customer Contact Consultant within our Financial Planning team to support existing Investment Members who pay an On-Going Advice charge by telephone. You will update customers on investments and Annual Customer Reports, reviewing their current situation and changes.

You will provide a first-class experience to all customers. Key duties include reviewing portfolios, offering ISA guidance, and ensuring customers benefit from appropriate support from a Financial Planning Manager

Qualifikationen

• Proven experience delivering excellent customer service in contact centres, helpdesks, or equivalent.
• Confident telephony skills enabling clear, supportive guidance to customers.
• Strong PC skills and ability to navigate multiple systems concurrently.
• Understanding of risks within the Financial Services industry and when to escalate.
• Collaborative, team‑oriented approach to meet member needs.

Aufgaben

• Review past adviser interactions and assess members' portfolios (valuations, fund types, suitability).
• Identify funds needing action to keep portfolios aligned with objectives and recommendations.
• Provide guidance on ISA allowances and tax-efficient saving options.
• Discuss changes in personal or financial circumstances and when to involve a Financial Planning Manager.

Kenntnisse

Customer service

Telephony skills

Multitasking

Financial risk awareness

Collaborative approach

Jobbeschreibung

Customer Contact Consultant within our Aegon Financial Planning team, you will be responsible for contacting our existing Investment Members who pay an On-Going Advice charge by telephone. You will update these customers on their investments and Annual Customer Reports along with reviewing customers current situation and any changes. You will provide a first-class experience to all customers.

Key responsibilities: Review previous adviser interactions and assess members' investment portfolios, including valuations, fund types and overall suitability. Identify any funds that require action, ensuring members' portfolios remain aligned with their objectives and current recommendations. Provide clear guidance on Individual Savings Account (ISA) allowances, helping members understand their options and make the most of their tax-efficient savings opportunities. Discuss any changes in a member's personal or financial circumstances, including their investment objectives and attitude to risk, and recognise when a member would benefit from further support from a Financial Planning Manager.

We'd love to hear from you if you have: Proven experience in delivering excellent customer service, whether in a contact centre, face-to-face environment, helpdesk, or similar customer-focused setting. Confident telephony skills, with the ability to build positive, meaningful interactions and provide clear, supportive guidance to customers over the phone. Strong PC and multitasking abilities, enabling you to navigate multiple systems efficiently while actively supporting our members. An understanding of key risks within the Financial Services industry, with the ability to recognise when to escape issues appropriately. A collaborative approach, working effectively with colleagues to meet the needs of our members and support wider departmental goals.

We're serious about your future and our enhanced pension scheme is now in place.

What's in it for you?

• We ask you to contribute 3% of your salary to your pension and we'll put in 9%.
• If you decide to contribute more, we'll match it up to a combined total of 20% of your salary (that's 7% from you and 13% from us).
• A discretionary bonus, depending on personal and company performance.
• 25 days leave per year (including bank holidays, pro-rated for part-time).
• private medical cover
• life assurance
• critical illness cover
• enhanced parental leave
• retail discount vouchers
• cycle2work scheme
• subsidised restaurant
• online GP appointments

Make an Impact! If you're passionate about making a difference and want to work in a place where your contributions are valued, Let's create something amazing together!

The legal bits If we offer you a job and you accept, you will need to come into one of our offices to confirm you have the right to work in the UK. There are also some checks we'll need to complete before you can start with us. This will include a credit and criminal check, as well as providing satisfactory references. We have offices in Edinburgh, Peterborough, Witham & Farnborough.

Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.