Title Investment Helpdesk Consultant
Location Central Bristol
Salary £21,500
Job Type
Job Information

We are currently seeking Consultants to join an industry leading Investment Helpdesk for a prestigious financial services organisation in the centre of Bristol. This role is an excellent opportunity to provide an outstanding service to clients in a fast paced, varied environment.

Your responsibilities will include:

  • Providing investment information and guidance to clients
  • Managing relationships over the phone and supporting with general and technical queries regarding accounts and savings
  • Maintaining a thorough understanding of legislation and policies and adapting to any changes
  • Meeting with clients and keeping them informed through written and verbal communication
  • Keeping brilliant customer service at the heart of everything you do
  • Representing the business in a professional manner
  • Referring instances of client dissatisfaction or suspicion of money laundering appropriately

Desirable skills for a successful candidate:

  • Excellent telephone manner and proficiency in verbal and written communication
  • Attention to detail and organisational skills
  • Basic knowledge of financial services/FCA compliance preferable

The role will suit someone who thrives in a busy environment and can react to changes, whilst being service and detail driven. Comprehensive training is provided and the opportunity for additional qualifications is available. If you are interested in the above role, please apply today.

Whilst we will endeavour to contact you following your response, due to the high volume of applications we receive this cannot always be possible. If you have not had notification within 7 days unfortunately your application has not been successful but we will keep your details on file for future opportunities.