Bromsgrove, West Midlands, United Kingdom
IDEX Consulting Ltd
Posted today
Full Job Description
Bromsgrove
£35,000 - £50,000 (dependent on experience and qualification status)
The successful applicant must be studying towards or have achieved their Level 4 Regulated Diploma in Financial Planning, with experience within the industry.
IDEX are working exclusively with a leading Financial Advisory and Wealth Management business who require additional headcount in their Customer Care Team.
Typical Duties Include:
* Carry out investigations of client complaints, following the firm’s standard complaints procedure and formulating client responses.
* Support the analysis of customer feedback processes.
* Act upon and effectively deliver against client requests.
* Review customer-focused regulatory industry update summaries.
* Escalate to senior management and Operations where issues with products and services are identified.
In return, you will be working in a vibrant office environment with colleagues who demonstrate longevity within the business.
Progression is encouraged, demonstrated by the support of further industry exams, along with a clear pathway which is agreed and supported by management.
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