Customer Contact Consultant

Customer Contact Consultant within our Aegon Financial Planning team, you will be responsible for contacting our existing Investment Members who pay an On-Going Advice charge by telephone. You will update these customers on their investments and Annual Customer Reports along with reviewing customers current situation and any changes. You will provide a first-class experience to all customers. Key responsibilities: Review previous adviser interactions and assess members' investment portfolios, including valuations, fund types and overall suitability. Identify any funds that require action, ensuring members' portfolios remain aligned with their objectives and current recommendations. Provide clear guidance on Individual Savings Account (ISA) allowances, helping members understand their options and make the most of their tax-efficient savings opportunities. Discuss any changes in a member's personal or financial circumstances, including their investment objectives and attitude to risk, and

recognise when a member would benefit from further support from a Financial Planning Manager. We'd love to hear from you if you have: Proven experience in delivering excellent customer service, whether in a contact centre, face-to-face environment, helpdesk, or similar customer-focused setting. Confident telephony skills, with the ability to build positive, meaningful interactions and provide clear, supportive guidance to customers over the phone. Strong PC and multitasking abilities, enabling you to navigate multiple systems efficiently while actively supporting our members. An understanding of key risks within the Financial Services industry, with the ability to recognise when to escalate issues appropriately. A collaborative approach, working effectively with colleagues to meet the needs of our members and support wider departmental goals. What's in it for you? We're serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your

salary to your pension and we'll put in 9%. If you decide to contribute more, we'll match it up to a combined total of 20% of your salary (that's 7% from you and 13% from us). A discretionary bonus, depending on personal and company performance. 25 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 employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. To find out more about what to expect at Aegon, visit our careers site. Make an Impact! If you're passionate about making a difference and want to work in a place where your contributions are valued, apply now. Let's create something amazing together! The legal bits If we offer you a job and you accept, you will need to come into one of our offices to
confirm you have the right to work in the UK. There are also some checks we'll need to complete before you can start with us. This will include a credit and criminal check, as well as providing satisfactory references. We have offices in Edinburgh, Peterborough, Witham & Farnborough. Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.