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Trainee Customer Consultant - Edinburgh, United Kingdom - Phoenix Group

Phoenix Group

Verified Company

Edinburgh, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Type:
Permanent

Location and flexible working:

Office based training at our state-of-the-art Lothian Road HQ in Edinburgh for the first 6 months and then moving to a home/office working split.

_We recognise the benefits of flexible working and will discuss what is important to you whilst balancing this with business requirements during the recruitment process.

_

Closing Date: 17 th February 2023

Salary and benefits:
£26- 30k GBP depending on experience plus excellent benefits including annual bonus of 8-16%, 38 days holiday, 12 x salary life assurance, private healthcare and much more.

We also re cognise the achievement of each role required exam with a salary increase.

Passing final exams and achieving consultant status will see your salary increase to £39, expected approximately 24 months from commencing in role)

Contact:

We have an incredible opportunity to join us here at Phoenix Group as a _Trainee Customer Consultant _within our _Telephony Guidance _team.

The role
We are currently looking to recruit a team of Trainee Customer Consultants to join our Telephony Guidance area.

This is a fantastic opportunity for people who enjoy building rapport and putting customers at the heart of what they 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.

As a Trainee Customer Consultant in our Telephony Guidance team, you will provide an informed choice to our customers regarding saving for their future over the telephone.

This role is a pathway to becoming a fully qualified Customer Consultant, at Phoenix we commit to investing in your future and we will provide support for you to obtain the role required R01 and LP2 qualifications, with the potential to further these.

The programme includes on-going training and development that will enable you to progress to full competence. The trainee programme is expected to take 18-24 months.

What are we looking for?

You pride yourself in being able to adjust your approach to customers and bring to life complex financial products in a simple way, whilst enhancing a customer's relationship with Phoenix.

You will be empathetic towards your customers and through your exceptional communication skills have an ability to highlight risks and provide balanced guidance.

While pensions knowledge would be advantageous this is not mandatory as we will provide you with all the training and knowledge that you will need to be successful in this role.

What will I be doing?
You will be providing guidance to customers across our pension's product range.

You will demonstrate 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.

Offering support and guidance to enable customers to make informed choices regarding their pensions
Achievement of key performance indicators in relation to fair customer outcomes and productivity
Meeting the requirements of the Training and Competence Scheme (TCS) Framework for informed choice to ensure Quality Best Practice and customer satisfaction
Ensure compliance with TCF requirements and Financial Conduct Authority (FCA) regulations

**Essential

Proven track record of delivering exceptional customer service either in financial services, retail or hospitality environment.
Commitment to study and achieve Financial Services qualification R01 and LP2 within the first 1824 months.
Commitment to achieve full competence and progress to Customer Consultant within 1824 months.
Experience of conducting customer focused conversations
Effective questioning and listening skills with the ability to build rapport with customers over the telephone
A passion to help customers achieve their financial goals
Excellent attention to detail

**Desirable

Knowledge of the pensions market
Experience of managing risk
Proven success in working to and achieving set Key Performance Indicators

Who are we?
We're the UK's largest long-term savings and retirement business.

We offer our 13 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£310 billion of assets under administration.

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

We want to be the best place that any of our 8,000 colleagues have ever worked.

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 recruitme