Enquiry Co-ordinator - Newcastle upon Tyne, United Kingdom - Reeves Independent

Reeves Independent
Reeves Independent
Verified Company
Newcastle upon Tyne, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

About Us:


Invest Your Future, Join Our Team


Reeves Independent are an award winning, FT Top 100 Advice Firm who deliver outstanding customer care within the areas of pension advice, retirement planning and investment services.

Our growth is based on our straight forward approach to financial advice and our focus on the service we provide to each individual we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organisation will provide you with environment to thrive in. We offer competitive salaries, personalised training programmes, study support and endless development opportunities to our people.


The Role & Responsibilities:

Our Enquiry Coordinator team are at the centre of the service we provide to our clients. The team is involved in every area of the business and really drive our advice process.

If you are looking for a customer focussed role where you can really progress within Financial Services, this role is perfect.


The key responsibilities will look like:

  • To be the key point of contact for our Servicing Advice Team, assisting them in providing client advice, workflow management and diary management.
  • To be the main point of contact for our clients and managing their experience within Reeves Independent.
  • To ensure the client is kept up to date on their case.
  • To collect and analyse data to ensure maximum performance and establish performance gaps within the Servicing Advice process.
  • To coordinate the support process in a timely manner to ensure documentation for client calls is present and correct.

What We're Looking For:


  • Experience of working in a client relationship focused environment.
  • Excellent attention to detail and able to work quickly and accurately.
  • Excellent organisational and communication skills.
  • A-Level qualifications or equivalent.

What We Offer:


  • Competitive Salaries
  • Enhanced Leave Package
  • Personalised Development Plans
  • Study Support
  • Structured Training
  • Funding for Learning
  • Mentoring and Coaching Opportunities
  • Paid Social Events
  • Cycle to Work Scheme

Job Types:
Full-time, Permanent


Pay:
£24,000.00 per year


Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

Work Location:
In person
More jobs from Reeves Independent
See all jobs of Reeves Independent