Customer Consultant

Aegon UK; Woking; Hybrid; GBP 22,000 - 25,000; Full time

Job summary

A financial services provider in Woking is seeking a Customer Consultant to offer and promote services through inbound and outbound calls. Responsibilities include resolving enquiries and promoting products. Ideal candidates will have customer service experience and strong PC skills. The role provides a competitive salary and a hybrid working model, demonstrating a commitment to employee well-being and inclusion.

Benefits

Enhanced pension scheme

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Retail discount vouchers

Cycle2work scheme

Subsidised restaurant

Qualifications

• Experience in customer service (contact centre, face-to-face, helpdesk).
• Ability to put yourself in a customer’s shoes and take ownership.
• Flexibility to meet customer expectations.

Responsibilities

• Provide first-class service to customers through inbound and outbound calls.
• Resolve customer complaints using appropriate processes.
• Promote further products and services based on customer needs.
• Support department projects as needed.

Skills

PC skills to navigate multiple systems

Customer service experience

Awareness of risks in Financial Services

Job description

Customer Consultant

Permanent – Full time

Location: Farmborough (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)

Salary: A competitive salary from £22,932 - £24,400, depending on the experience you can bring.

Closing date: Wednesday 10 December 2025

We’re a company of ambitious, collaborative, problem-solvers who get things done. We strive to make sure everyone that works for us feel seen, heard, and valued – so we’re looking for like-minded people to join us. We support colleagues to bring their whole selves to work and be part of our Inclusion and Diversity communities.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

As a Customer Consultant you will provide a first-class service to our customers through inbound and outbound telephony calling offering and promoting services and products.

Key Responsibilities

• Be the first point of contact for all inbound customer enquiries relating to Aegon Financial Planning services and products.
• Seek to resolve customer complaints where possible using agreed and appropriate processes and procedures.
• Identify Customers’needs outside of the core enquiry by promoting further and appropriate products and services.
• Stepping outside of role to support department on projects.

We’d love to hear from you if:

• You have PC skills to navigate multiple systems efficiently whilst speaking to our members.
• You have an awareness of risks associated within the Financial Services Industry.
• You’ve got experience in customer service (contact centre, face-to-face, helpdesk – that kind of thing)
• You can put yourself in a customer’s shoes, taking ownership and working flexibly to meet their expectations.

What’s in it for you?

• We’re serious about your future and our enhanced pension scheme is now in place. 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.
• 34 days leave per year (including bank holidays, pro-rated for part-time).
• We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
• To find out more about what to expect at Aegon, visit our careers site.

We're looking for talented individuals who are ready to make a real impact. If you're excited about new challenges and want to work with a team that values your skills, apply today!

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

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.