Hybrid Customer Advisor – Financial Planning & Services

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

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.