Helpdesk Consultant (Fintech)

TL;DR

Helpdesk Consultant (Fintech): Providing primary support to clients regarding investments, pensions, and retirement inquiries with an accent on high-quality customer service and operational accuracy. Focus on solving complex client queries via phone and email, managing risk, and ensuring outstanding client outcomes.

Location: Bristol (Harbourside); Hybrid working available after completion of training and probation.

Salary: from £26,400

Company

UK's number 1 investment platform for private investors, helping clients save time, tax, and money on investments for over 40 years.

What you will do

• Resolve client queries on investments, products, and services via phone, email, and virtual chat.
• Deliver professional and empathetic service as the primary point of contact for 1.9 million clients.
• Collaborate with internal teams and external companies to ensure seamless service delivery.
• Support risk and control activities to maintain a strong risk management culture.
• Assist clients with intricate operational, investment-related, and retirement-based inquiries.

Requirements

• Must be based in or able to work from Bristol, UK.
• Experience in customer call handling and providing 1st line customer support.
• Proficiency in MS Office (Outlook, Word, Excel).
• Ability to thrive under pressure in a fast-paced environment and work to tight deadlines.
• Growth mindset and ambition to develop a career in Financial Services.
• The company is unable to provide employment sponsorship.

Culture & Benefits

• Discretionary annual bonus and annual pay review.
• 25 days holiday plus bank holidays and an additional Christmas closure.
• Pension scheme with up to 11% employer contribution.
• Private medical insurance, health care cash plans, and health screening programme.
• Comprehensive mental health support (Help@hand) and unlimited fitness access (Wellhub).
• In-house barista and deli with subsidised coffee and sandwiches.

Hiring process

• In-person assessment centre including interviews and practical tasks.