Techncial Connections Adviser - Bristol, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Bristol, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
Opportunity - Technical Connections Adviser (Tax,Trust, Investments, Pensions and Protection)

This role can be fully remote working from home to be based out of any of their offices in Bristol or Cirencester


Salary depends on experience and qualifcation k plus unrivalled benefit's which includes Non-Contributory Pension - 10%, (increasing with length of service), Bonus upto 15%, Share schemes, Private Medical and Dental Insurance plus 28 days holidayplus bank hols and much more.


My Client are a FTSE 100 Company, they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do.


They are looking for a Technical Advisor to become part of their Technical Connection Advice Framework Helpline team, this is a fantastic opportunity to be part of a well-respected, established department within the company looking to build a new team whichoffers autonomy and career development.


The team provide expert generic and technical support, predominantly via phone, to an agreed high quality and agreed service standards.


Main Purpose of Job:

  • Support the Partnership with the Investments Advice Guidance Framework.
  • To provide a peerless technical query resolution service, adhering to agreed standards, to Partners to agreed service levels.
  • Through consultative questioning, help to identify more complex technical Partnership needs and if appropriate refer to a more experienced technician
  • Personally contribute to the continuous improvement of the technical query resolution service

Key Responsibilities of the Job:

  • Support the delivery of core service as required by the operation.
  • Takes personal responsibility for improving own technical knowledge, product/process/system knowledge as well as service skills
  • Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager
  • Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place
  • Maintain professional qualification standards through effective CPD evidencing and recording.
  • Willing contribution to small scale projects within the division.

Requirements of the Job:

Job Knowledge:

  • Good Product knowledge and understanding but this will also be taught
  • Qualified to Level 4 QCF or equivalent eg. Cii Diploma in Regulated Financial Planning or willing to work towards it.
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