Role:

Inbound and outbound calls delivering solutions to customers of a leading Motor Finance company. Customers will be experiencing payment difficulties in early and late arrears. Responsible for daily interaction with customers, information gathering, identifying suitable payment plans and other options and delivering successful solutions to customers.

Location:

Training onsite for 2 weeks in Epsom, Surrey followed by 2 days per week onsite hybrid working.

Key Responsibilities

•            Prepare suitability reports and ATRs, using templates provided, for a wide variety of advice types.

•            Ensure all tasks are completed in line with company policy and procedure.

•            Carry out technical research on existing and newly recommended products

•            Maintain awareness of, and act in accordance with all compliance and legislative obligations

Minimum Requirements

•            Minimum qualification of CII Diploma in Financial Planning, or equivalent, required.

•            Financial services experience necessary – Specific experience in writing suitability reports and producing research is necessary.

Key Skills

•            Understanding of a variety of Financial Planning processes

•            Able to work within defined business processes

•            Ability to achieve agreed outcomes without supervision

•            Detailed and accurate

•            Ability to multitask and prioritise effectively

•            Excellent report writing skills

•            Ability to work independently and within a team