Insurance & Wealth Advisor Within Banking

Job Ref: JO-2009-12125
Sector: Office
Job Type: Contract
Date Added: 29 September 2020
  • Cheltenham, Gloucestershire Bishops Cleeve Cheltenham Gloucestershire South West GL52 8XX
  • £10.32 per Hour
  • Blue Arrow
  • 01216324477
Blue Arrow


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Could you help our client achieve their vision of becoming best bank for customers?

The Role:

This is an initial 6-month ongoing based in Cheltenham. The position is offering a pay rate of £10.32 per hour. You will be working across a shift pattern Monday to Friday between 8am to 6pm (35 hours per week). During your first few weeks you will receive excellent support and training.

Key Responsibilities:

  • You will be working within the Insurance & Wealth Department as a lead point for customers to gain access into the range of service our client has to offer
  • Telephony, digital and admin-based tasks to service customer queries
  • Provide technical advice and guidance on your areas of expertise to both external customers and colleagues at all levels (training will be provided)
  • Dealing with customer data ethically and in accordance with the FCA (Financial Conduct Authority) requirements
  • Establish effective transactional relationships to facilitate lead generation to ensure that customer requirements can be matched to the Bank's services, and products and cross-selling opportunities are maximised.
  • Scheduling and prioritising your allocated work daily
  • Learning the procedures and understand parameters of producing a quality output

Job Requirements:

  • Excellent Communication Skills - Both oral and written
  • Excellent Customer Service and Administrative skills
  • Grammatical and Numerical Accuracy / Accurate Data Entry
  • Ability to embrace 'in the moment' coaching to develop your skills and knowledge
  • Continuous improvement mind set which will be evidenced in the improvement of customer centric measures
  • Adaptable to change and willing to embrace new ideas

What's in it for you?

  • Excellent ongoing training will be provided
  • Agile. flexible work environment
  • Great rates of pay
  • Accrue paid holiday as you work
  • The opportunity to work alongside a fantastic, supportive, fun team

Additional information:

  • Free onsite parking
  • Free bus from the centre of town (Stagecoach), this is free for employees and it pulls into the grounds of the building and runs every 15 mins
  • Subsidised canteen on site supplying breakfast and lunch menu
  • 2 coffee shops onsite

If you're interested in joining an organisation that is shaping the future of the banking industry, then this could be for you.


Blue Arrow
30/10/2020 09:36:21
GBP 10.32 10.32

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