Customer Consultant

Permanent - Full time (Working Monday to Friday between 8:30am and 5:30pm)

Location: Fully Remote (If successful, you will need to attend either our Edinburgh, Peterborough or Witham Office to complete a Right to Work Check)

Salary: A competitive salary from £21,840 – £23,900, depending on the experience you can bring.

Closing date: Tuesday 1 October 2024

As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grad or humble their ambitions.

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

As a Customer Consultant you will provide a first-class service to our customers through inbound and outbound telephony calling offering and promoting services and products.

Key Responsibilities:

• Be the first point of contact for all inbound customer enquires relating to Aegon Financial Planning services and products.

• Seek to resolve customer complaints where possible using agreed and appropriate processes and procedures.

• Identify members’ needs outside of the core enquiry by promoting further and appropriate products and services.

• Stepping outside of role to support department on projects.

We’d love to hear from you if:

• You have PC skills to navigate multiple systems efficiently whilst speaking to our members.

• You have an awareness of risks associated within the Financial Services Industry.

• You’ve got experience in customer service (contact centre, face-to-face, helpdesk – that kind of thing)

• You can put yourself in a customer’s shoes, taking ownership and working flexibly to meet their expectations.

What’s in it for you?

• A non-contributory pension between 8%-12%

• A discretionary bonus, depending on personal and company performance.

• 34 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.  We ask everyone to be brave, raise their game, deliver first time, help others, and act in everyone’s best interests. If you recognise yourself in this, we’d love to hear from you.

Interview Process

• 1 Stage: 1-hour Competency-based Interview via. Microsoft Teams (Video)