обновлено 9 дней назад
Dealing Services Agent (Fintech)
28 100GBP
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Dealing Services Agent (Fintech): Supporting customers with placing and executing investment trades by phone, email, and secure message with an accent on customer service, compliance, and accurate transaction handling. Focus on managing inbound enquiries, meeting service-level agreements, and building expertise in dealing services through structured training.
Location: Manchester, United Kingdom; hybrid working with 3–4 days per week in the office. New starters work full-time from the office for the first 3 months.
Salary: £28,100 per year
Company
is a UK investment platform business providing ISA, pension, dealing, and adviser-supported investment solutions to more than 762,000 customers.
What you will do
- Support customers by phone, email, and secure message.
- Help customers place and execute trades in shares and other investments.
- Handle inbound calls and respond to customer emails.
- Complete activities in line with service-level agreements and compliance policies.
- Build knowledge and expertise through structured training and ongoing support.
Requirements
- Genuine interest in investing, trading, or financial markets; previous experience is helpful but not essential.
- Minimum of five GCSEs at grades 9–4, A*–C, or equivalent, including Maths and English.
- 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 and meet deadlines.
Culture & Benefits
- Full-time schedule of 40 hours per week with varied shifts Monday to Friday between 8am and 9pm, plus some bank holidays.
- 25 days of holiday, increasing with service, plus bank holidays and a holiday buy/sell scheme.
- 6% pension with matched contributions, discretionary bonus scheme, and share schemes.
- Health Cash Plan, discounted private healthcare, enhanced family leave, and an Employee Assistance Programme.
- Paid study support for professional qualifications and tailored learning and development opportunities.
- Free onsite gym, travel and bike loan schemes, social events, casual dress code, and a supportive team environment.
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