Overview

Alexander House Financial Services is a ‘Chartered’ professional financial advisory service. Established by a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice. Traditional Values, Modern Thinking, Transparent Advice.

Business: Financial services

Training provided: In-house

Pay details: £8 – £9 per hour

Hours: Part-time, Temporary to Permanent Contract (during the day during school hours, or evenings, 16:00-19:00hrs)

Requirements: Experience Required – Measurable Call-handling experience, with excellent KPIs –  Excellent communication skills and the ability to deal with advisors, providers, customers and team members effectively and professionally. – Exceptional Organisational skills and a willingness to take on new challenges, be flexible in approach and quick to learn. –  Ability to work with checklists and good attention to detail –  Punctual –  Flexible.

Minimum age: 16

Description: 

We have an opportunity for an Out bounding call-handler based in our office in Huddersfield (HD2).

We are looking for someone with excellent communication skills that will be the first port of call for Clients and Prospects as they call to make appointments for Financial Advice as well as making outbound calls to other prospects and potential customers. You will also be trained in administration duties which will support our Independent Financial Advisers with their client journey. This is an excellent opportunity for an individual wanting to get a foothold into Financial Services.

Main Responsibilities

Making outbound calls to potential customers (not cold calling)
Handling incoming calls from clients and potential clients
Organising Adviser diary to facilitate client meetings
Data entry into back office system and Logs
General Customer Queries

How to apply: Please email your CV and covering letter info@alexanderhousefs.co.uk

To apply for this job email your details to info@alexanderhousefs.co.uk