2 дня назад
Dealing Services Agent (Investing)
28 100GBP
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Dealing Services Agent (Investing): Supporting customers by phone, email, and secure message while helping them place and execute trades with an accent on customer service, financial markets, and compliance. Focus on handling inbound enquiries, meeting service level agreements, and delivering accurate support under pressure.
Location: Manchester, United Kingdom. Hybrid working with 3–4 days per week in the office; the first 3 months are full-time in the office.
Salary: Starting at £28,100 per year, potentially higher depending on previous financial services or dealing experience.
Company
is a UK investment platform business providing ISA, pension, dealing, and adviser-supported investment solutions to retail customers.
What you will do
- Support customers by phone, email, and secure message.
- Help customers place and execute trades involving shares and other investments.
- Handle inbound calls and respond to customer emails.
- Complete activity in line with service level agreements and compliance policies.
- Build expertise through structured training and ongoing support.
Requirements
- Interest in investing, trading, or financial markets; prior experience is helpful but not essential.
- Minimum of five GCSEs at grades 9–4, including Maths and English, or equivalent.
- Excellent customer service skills and a professional, confident telephone manner.
- Strong written and verbal communication skills.
- Competence with Microsoft Word, Excel, and Outlook.
- Ability to work under pressure, meet deadlines, and work varied shifts from Monday to Friday between 8am and 9pm, including some bank holidays.
Culture & Benefits
- Comprehensive structured training and ongoing learning and development opportunities.
- Paid study support for professional qualifications and career development support.
- 25 days of holiday, increasing with service, plus bank holidays and a buy/sell scheme.
- 6% pension with matched contributions, discretionary bonus, and share schemes.
- Health Cash Plan, discounted private healthcare, enhanced family leave, and an Employee Assistance Programme.
- Free onsite gym, travel and bike loan schemes, social events, casual dress code, and a supportive team environment.
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