Finance Support Consultant (6 month FTC) - Bath

We are recruiting for a Bath based firm who are looking for a Finance Support Consultant.  Their emphasis is on engaging with people who will live their cultural values; We are Empowered, We are Trustworthy, We Collaborative and We Achieve.  Their cultural values encompass what they call the Spirit of the business which defines “the way they do things around here”, to ensure that they deliver the best outcomes for their customers.  It’s integral to building a successful, sustainable business.

What will you be doing

• Providing a support service to Financial Advisers and customers, delivering an industry leading level of customer service and continuously finding ways to help the Financial Advisers, Customers and business to achieve their strategy and objectives. Provide training and mentoring to less experienced colleagues, acting as a subject matter expert and providing support to your team leader and wider leadership team to understand, deliver against, and lead the team to improve the customer journey.

What we’re looking for

• A dedicated, enthusiastic individual who aligns to the business cultural values
• Customer service experience would be advantageous, preferably within financial services/insurance

Skills that will help you in the role

• The company aspire to provide industry leading levels of customer service, motivating their customers to not only give them positive feedback, but recommend the service they provide. To help us achieve this you will need high levels of commitment, strong customer empathy and a desire to help all customers, no matter how challenging the request.
• You will be proactive in your approach to your work and change within the workplace.
• You will be the face or voice of the brand and a very high level of professionalism is expected at all times. Excellent verbal and numeracy skills are essential, as is being able to communicate in a confident, professional and sincere manner.
• The firm use a range of IT systems to support their clients. Although they’ll help you learn how to use these systems, a working knowledge of Microsoft Office, including Word and Excel, is required.