Trainee Customer Consultant

Phoenix; City of Edinburgh; On-site; GBP 28,000 - 32,000; Full time

Job summary

An established industry player is seeking Trainee Customer Consultants to join their Telephony Guidance team in Edinburgh. This role is perfect for those passionate about customer service and eager to help clients navigate their pension options. You will receive extensive training and support to achieve key financial qualifications, paving the way for your career advancement. With a commitment to flexibility and a supportive work environment, this is an excellent opportunity for anyone looking to make a meaningful impact in the financial services sector. Join a company dedicated to investing in your future and helping you reach your full potential.

Benefits

Private Medical Cover

38 Days Annual Leave

Excellent Pension

Life Assurance (12x Salary)

Career Breaks

Income Protection

Volunteering Days

Qualifications

• Proven track record in customer service within Financial Services.
• Commitment to achieving R01 and R04 qualifications.

Responsibilities

• Provide guidance to customers on pension products.
• Explain options and risks in a simple, compliant manner.

Skills

Customer Service

Effective Questioning

Listening Skills

Rapport Building

Knowledge of Pension Products

Education

Financial Services Qualifications R01

Financial Services Qualifications R04

Job description

Job Description

Job Type: Permanent

Location: The role will be based in our Edinburgh office and be office-based for the first 6 months before moving to the option of a home/office split.

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: Monday 5th May

Salary and benefits: £28,500 to £31,500 dependant on experience, plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

We are currently recruiting Trainee Customer Consultants to join our Telephony Guidance team. This is a fantastic opportunity if you enjoy building rapport and putting customers at the heart of what you do. If you have a burning desire to help customers, put in place the plans they need to have the future they dream of, then we would love to hear from you.

You will be providing guidance to customers across our pension product range, demonstrating your understanding of your customer’s situation and needs by keeping them informed of all relevant options, risks and benefits as well as explaining any technical questions in a simple way whilst remaining compliant and jargon-free.

You will be on a pathway to becoming a fully qualified Customer Consultant. At Phoenix, we commit to investing in your future, providing support for you to obtain the required R01 & R04 qualifications. The programme includes ongoing training and development that will enable you to progress to full competence and takes around 18 to 24 months.

What are we looking for?

• Proven track record of delivering exceptional customer service within Financial Services.
• A commitment to study and achieve Financial Services qualifications R01 and R04 along with achieving full competence and progress to Customer Consultant within 24 months.
• Experience of conducting customer-focused conversations.
• Effective questioning and listening skills with the ability to build rapport with customers over the telephone.
• Preferably have knowledge of pension products and experience of managing risk.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.