Department:
Wealthtime Select
Reports to:
Customer Services Delivery Manager
Main Location:
Salisbury - Office Based
About us
At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us on our journey.
With new ownership since 2020 of three platforms forming the new Wealthtime Group and substantial investments of over £17m into the business, Wealthtime is on an exciting growth trajectory. Join our team of around 300 dedicated employees and become part of a company that is making waves in the industry.
About the role
Financial Advisers trust us with their clients, so ensuring we provide an incredible level of customer service is key.
From walking Advisers through our website to updating them on cases, it’s down to our Customer Services team to deal with a whole range of queries – putting Advisers’ minds at ease by providing the support and clarity they need. Join us as a
Customer Service Executive and you’ll take ownership of relationships with Financial Advisers and their clients, working with other teams across our business to manage any queries through to resolution.
And don’t worry, we’ll provide full training, so you’ll be up to speed in no time.
About you (what we’re looking for)
Skills, qualifications and experience:

• A great communicator and even better listener, you’ll be more than happy speaking to a range of people on the phone and keeping in touch via secure message.
• Quick to learn, absorbing new information and keeping up with changes comes easily to you.
• And whether you’re working alone or as part of a team, you’ll always go above and beyond to do what’s right for the customer.

You’ll also:

• Have experience of providing great customer service. If you’ve experience of working in finance or a contact centre before, even better (although not essential)
• Good understanding of the Consumer Duty Principles and Vulnerable Customer regulations
• Be an excellent communicator
• Have strong organisation and time-management skills
• Know your way around Microsoft Office applications or be willing to learn including Power Point, Excel, Outlook, and internet applications.
• You will represent our brand, a very high level of professionalism is always expected

Rewards and Benefits

• Competitive salary.
• Discretionary bonus each year.
• 34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5 additional days per year.
• Life event day: A paid day off for a life event such as a birthday, moving house, or wedding.
• Supported and encouraged professional development.
• Private Medical scheme (single cover that can be increased to FULL Family).
• Income protection scheme.
• Life assurance scheme.
• Group contributory pension scheme.
• Interest free season ticket loans for travel costs.
• Comprehensive training
• Wealthtime Foundation Day in support of charitable activities.
• We encourage internal progression at Wealthtime, with many of our employees going on to become Team Leaders, Managers, Subject Matter Experts and many more.
• We're proud of our company culture at Wealthtime. From rewards and incentives, remote team socials to fun quizzes, our friendly and welcoming teams at Wealthtime strive to make our office a great place to work.

Wealthtime is an equal opportunities employer who values a diverse and inclusive workplace. We recognise that people work in different ways, and we value alternative viewpoints, celebrate individuality, and foster a culture where everyone can bring their true self to work. We are committed to creating a diverse workforce. we accept applications from everyone regardless of your background, beliefs, culture, gender identity, ethnicity, sexual orientation, disabilities, and long-term health conditions.
Job Type: Full-time
Pay: £24,000.00-£27,000.00 per year
Benefits:

• Company pension
• Cycle to work scheme
• Employee discount
• Private medical insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Salisbury: reliably commute or plan to relocate before starting work (required)

Experience:

• Customer Service: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person