Huntswood is looking for Senior Customer Associate with knowledge of pensions and investments to join a brand-new contract with a leading investment management firm. This is a great opportunity with someone with some experience of giving financial advice to move into a new and interesting role and gain some team leading experience.

As a Senior Customer Associate you will use your excellent communication skills to speak with customers who have expressed an interest in getting financial advice. Speaking with the customer to find out their needs you will then book an appointment for the customer to speak with one of the client's excellent advisors. As well as speaking with customers you will be the escalation point for a small team of Customer Associates. You can complete this 8-week contract will be from the comfort of your own home whilst gaining experience within this fast-moving industry.

What Huntswood can offer you:

  • End of August 2022
  • An 8 week contract
  • £300 a day (Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this)
  • A chance to gain experience in a professional and challenging environment, working for well-known organisations
  • The chance to build a relationship with Huntswood, which will open doors to further campaigns in the future and allow you to gain more valuable experience for the future

The ideal Customer Associate will have:

  • Experience working as an advisor or paraplanner
  • Knowledge of pension and investments products is essential
  • DipFS qualification is essential
  • Excellent communication skills and confidence to speak to customer on the phone making outbound calls
  • Strong attention to detail
  • Ability to navigate through a number of in-house databases
  • Good MS Office skills, particularly MS Word

Huntswood is an organisation born of the desire to make a positive difference and key to that are people in the organisation. So, if you want to join this growing team of excellent role and make a positive difference apply now!

"It's not just about what we do, but the way we do it. And it's our values that make us special."

To help you stay safe in your job search Huntswood will only ask for contact details via email when first contacting you and not any other personal details.

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