3 дня 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 by phone, email, and secure message to place and execute trades while maintaining service-level and compliance standards, with an accent on customer service, investing, and financial markets. Focus on handling inbound enquiries, meeting deadlines under pressure, and building expertise through structured training.
Location: Manchester, UK; hybrid working with 3–4 days per week in the office and full-time office work during the first three months.
Salary: Starting from £28,100 per year, potentially higher depending on previous financial services or dealing experience.
Company
is an investment platform business providing ISA, pension, dealing, and adviser-supported investment solutions to more than 723,000 customers.
What you will do
- Support customers by phone, email, and secure message.
- Help customers place and execute share and investment trades.
- Handle inbound calls and respond to customer emails.
- Deliver a high level of customer service while meeting service-level agreements.
- Complete all activity in line with compliance policies.
Requirements
- Genuine interest in investing, trading, or financial markets.
- Minimum of five GCSEs at grades 9–4, including Maths and English, or equivalent qualifications.
- 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 support in dealing services and investing.
- Paid study support for professional qualifications and tailored learning and development.
- 25 days of holiday, increasing with service, plus bank holidays and a buy/sell scheme.
- 6% pension with matched contributions, discretionary bonus scheme, and employee 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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