Portfolio Review & Advisory Specialist

Aegon UK; Woking; Hybrid; GBP 22,000 - 27,000; Full time

Job summary

A financial services company in Woking is seeking an On-Going Service Review Consultant to engage with investment members, providing updates on their investments and advising necessary changes. Applicants should have excellent telephony and customer service experience. This role offers a competitive salary, enhanced pension contributions, and various lifestyle benefits. A hybrid working model is implemented, requiring office presence at least 40% of the time.

Benefits

Enhanced pension scheme

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Critical illness cover

Subsidised restaurant

Retail discount vouchers

Qualifications

• Excellent telephony experience to build positive interactions.
• Experience in customer service roles such as contact centre or helpdesk.
• Ability to navigate multiple systems efficiently while communicating.

Responsibilities

• Contact existing Investment Members to update them on their investments.
• Review investment portfolios and advise necessary changes.
• Discuss ISA allowances and member's circumstances.

Skills

Telephony experience

Customer service experience

PC skills

Awareness of Financial Services risks

Collaborative working

Job description

A financial services company in Woking is seeking an On-Going Service Review Consultant to engage with investment members, providing updates on their investments and advising necessary changes. Applicants should have excellent telephony and customer service experience. This role offers a competitive salary, enhanced pension contributions, and various lifestyle benefits. A hybrid working model is implemented, requiring office presence at least 40% of the time.