Financial Adviser jobs in Cranleigh
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View similar jobs with this employerFidelity - RSR3.8SurreyEmployerActive 2 days ago- Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries by building strong relationships to develop trust in…
- Andrews Property Group3.1WallingtonEmployerActive 2 days ago
- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- Pension and Death in Service Benefit.
View similar jobs with this employerAndrews Property Group3.1Worcester ParkEmployerActive 2 days ago- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- Pension and Death in Service Benefit.
- Kingston College3.7Kingston upon Thames KT1 2AQ
- There is an excellent pension scheme that receives a significant financial contribution from the employer (Teachers Pensions or Local Government Pension Scheme)…
- Surrey Recruitment Services LtdFarnborough GU14 8SZEmployerActive 2 days ago
- Base Salary: Up to £32,000 per annum.
- On-Target Earnings: Potential to exceed £70,000+ with uncapped commission.
- Spring Wealth ManagementEpsomEmployerActive 10 days ago
- Prior experience in financial services would be highly desirable.
- You will be working as part of a vibrant and busy team assisting the advisers with ensuring…
- The Travelers Companies, Inc.3.6Hybrid work in Redhill
- Openly communicates knowledge of his/her actions with manager and colleagues in order to consider and better understand the impact on other technical,…
- Cranleigh PersonnelHybrid work in GuildfordEmployerActive 2 days ago
- Planning company and have the opportunity to collaborate closely with a highly established adviser, keen to train and mentor someone to adviser, and then pass…
- Cranleigh PersonnelHorshamEmployerActive 2 days ago
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further…
- Saxon WealdHybrid work in Horsham RH12 1DT·
- In this role, you will manage a variety of tasks, ensure clear communication with customers and stakeholders, and support essential financial and operational…
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- SchrodersHorsham·
- Proficiency in Excel and financial reporting software.
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- Dynamite Recruitment3.2Petersfield
- Collecting data, liaising with Paraplanners, advisers and other members of Staff.
- Or, someone with existing experience within a financial planning firm looking…
- RSM UKHybrid work in Crawley RH10 1BGTypically responds within 1 day·
- Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
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- SchrodersHorsham·
- Our technology and support services enable high-quality financial advisers to provide exemplary assistance.
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- 1pMobileAltonTypically responds within 5 days
- Supporting our customers mainly via telephone, email, online chat and social media.
- Providing a polite, friendly and professional service to our customers.
Job Post Details
Job details
Here’s how the job details align with your profile.Job type
- Full-time
Location
Surrey
BenefitsPulled from the full job description
- Free parking
- Pay rise
Full job description
About the Opportunity
Job Type: Permanent
Application Deadline: 31 March 2025
Title: Associate
Department: Client Services
Location: Kingswood, Surrey, UK
Reports To: Team Lead
Join us as an 'Associate-Client Services' at Fidelity!
If you enjoy phone conversations with customers, working from a premium location based in Surrey, UK and seek a dynamic role, look no further.
Discover an exciting opportunity to be a key player in our thriving Customer Services - Call Center team.
What sets you apart:
We're proud to have been helping our clients build better financial futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks to private individuals and have a reputation as one of the world's most successful investment solution providers. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Client Services team and feel like you're part of something bigger.
Department overview
Customer expectations are ever growing in complexity and the Client Services department is the most important area of our business for delivering outstanding customer experiences every day.
The vision of the department is to deliver a seamless, joined up experience to our customers and advisers when they want it, however they want it. Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries by building strong relationships to develop trust in our business.
What you'll do
In our busy phone's teams, you will be offering first-line support to direct customers or Financial Advisors and will be responsible for delivering the best customer experience possible. You will be provided with a comprehensive training programme that will enable you to do just that.
As you progress you will become an ambassador for the business - learning how to promote our services to support the business. Throughout this time you will be supported to develop your own knowledge and personal skills against a framework of competencies, where success is rewarded by a series of promotions and pay rises.
Responsibilities:
Feel rewarded
For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. We'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com
Job Type: Permanent
Application Deadline: 31 March 2025
Title: Associate
Department: Client Services
Location: Kingswood, Surrey, UK
Reports To: Team Lead
Join us as an 'Associate-Client Services' at Fidelity!
If you enjoy phone conversations with customers, working from a premium location based in Surrey, UK and seek a dynamic role, look no further.
Discover an exciting opportunity to be a key player in our thriving Customer Services - Call Center team.
What sets you apart:
- Are you confident in your customer service skills?
- Are you able to reliably commute to the office?
- Strong telephone and interpersonal skills, with a willingness to learn new technologies?
- Passionate about finding solutions for customers and contributing positively as a proactive team player?
- Join our rapidly growing team
- Benefit from in person and virtual training including classroom and practical experience
- Free parking at our offices in Kingswood, Surrey
- Discover exciting career advancement possibilities for a secure future
We're proud to have been helping our clients build better financial futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks to private individuals and have a reputation as one of the world's most successful investment solution providers. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Client Services team and feel like you're part of something bigger.
Department overview
Customer expectations are ever growing in complexity and the Client Services department is the most important area of our business for delivering outstanding customer experiences every day.
The vision of the department is to deliver a seamless, joined up experience to our customers and advisers when they want it, however they want it. Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries by building strong relationships to develop trust in our business.
What you'll do
In our busy phone's teams, you will be offering first-line support to direct customers or Financial Advisors and will be responsible for delivering the best customer experience possible. You will be provided with a comprehensive training programme that will enable you to do just that.
As you progress you will become an ambassador for the business - learning how to promote our services to support the business. Throughout this time you will be supported to develop your own knowledge and personal skills against a framework of competencies, where success is rewarded by a series of promotions and pay rises.
Responsibilities:
- Handle direct customers or Independent Financial Advisor (IFA's) interactions through a range of channels, primarily phone and also email and letter - understanding their needs to provide the right solutions to them.
- Take ownership of every customer interaction to ensure issues and enquiries are resolved to the satisfaction of the customer and the business.
- Explain UK products & services as well as provide guidance on tools and sources of information to empower customers to self-serve.
- Adhere to the call process ensuring application of best practice in call introduction, query identification, resolution and call closure
- Acknowledge and manage customer complaints, striving to achieve early resolution where possible.
- Quickly and efficiently escalate risk, potential fraud or vulnerable customer situations, ensuring escalation to the appropriate person.
- Prior experience of working in a Customer Service industry - preferably within a corporate environment.
- Strong telephone and verbal communication skills
- Active listener
- Passionate about delivering positive solutions for customers
- Experience in using technology platforms to deliver a service and a willingness to learn new technologies.
- Proactive team player with a desire to improve knowledge and contribute to positive team dynamics across the department
Feel rewarded
For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. We'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com
Job Type: Full-time
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