Life & Pensions Customer Advisor - Hybrid Role

Diligenta; Stirling; Hybrid; GBP 24,000 - 29,000; Full time

Benefits offered by this job

Real Living Wage employer

No weekend or evening work

31 days annual leave

Annual discretionary bonus eligibility

Contributory pension scheme

Group Life Assurance

Group Income Protection

Wellbeing programme and support

Job summary

Diligenta in Stirling is seeking a Customer Service Representative to join our people- and technology-driven team. You will handle calls from customers about life assurance, savings, investments, or pension plans, delivering a seamless experience during the moments that matter.

Comprehensive training is provided; prior financial services experience isn’t essential. The role is 37.5 hours per week, Monday to Friday, starting at £26,228 per year, with hybrid working after six months and a base in

Qualifications

• Excellent communication skills in customer-facing situations.
• Ability to learn financial services products and processes quickly.
• Comfortable using multiple IT applications and tools.

Responsibilities

• Handle calls from customers about life assurance, savings, investments or pension plans.
• Provide a seamless customer experience during the moments that matter.
• Support customers with updating personal information and account details.

Skills

Verbal communication

Written communication

Customer service

MS Office

Tools

Microsoft Word

Microsoft Excel

Job description

Diligenta in Stirling is seeking a Customer Service Representative to join our people- and technology-driven team. You will handle calls from customers about life assurance, savings, investments, or pension plans, delivering a seamless experience during the moments that matter.

Comprehensive training is provided; prior financial services experience isn’t essential. The role is 37.5 hours per week, Monday to Friday, starting at £26,228 per year, with hybrid working after six months and a base in