Ready Made Investments and Pensions Advisor

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We support flexible working - click here for more information on flexible working options

Flexible Working Options

Job Description Summary

Job Description

JOB TITLE: Ready Made Investments and Pensions Advisor

SALARY: £24,539

LOCATION(S): Leeds, Wellington Place.

HOURS: Full-time 35hrs between 9-5pm

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at Leeds Wellington place.

About this Opportunity

We have an exciting opportunity to join the Ready Made Investments & Ready Made Pensions Team to provide first class service to our customers!

This role involves working with new systems and processes - full training will be given, however we'll need colleagues who want to learn something new and will challenge processes with a focus on providing good outcomes, whilst demonstrating a positive demeanour.

As this is working with a relatively new team, you'll need to be flexible in the nature of the work you'll support. From back-office processing, handling workflow, helping resolve unexpected issues and speaking to customers.

You'll need to:

• Handle inbound customer calls relating to their accounts and products, keeping it simple and assisting customers with their account enquiries

• Complete telephony, digital and admin-based tasks to service customer queries

• Take ownership of customer problems, solving them at first point of contact and raising any issues to leadership

• Lead your own development, through regular review of performance against business objectives, and take ownership for self-development

• Contribute to an environment where colleagues want to work, and customers feel valued

• Deliver first class customer service through the provision of accurate, professional and friendly contact over the phone to a wide range of customer enquiries that cover the range of products and services offered

• Ensuring that all transactions are accurately recorded in accordance with internal processes and procedures

• Establish relationships typically at peer level across the business in order to clarify facts, verify technical details, exchange information or resolve enquiries and issues. You'll be encouraged to call these out as appropriate.

• Record all customer complaints received in line with the group complaints handling policy

• When required demonstrate the flexibility to support other business areas

• Be a true advocate of LBG values by promoting and demonstrating them in everything you do

Why Lloyds Banking Group

Join us and, as well as making a difference to customers, you'll enjoy a fulfilling career where you're free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities - you'll find them all here.

What you'll need

• Strong communication skills, verbal and non-verbal

• Strong attention to detail

• IT literate, comfortable with the use of keyboard and being able to use a variety of different systems

• Active listening skills

• Experience of working in an execution only stockbroker environment desirable but not crucial.

• An interest in financial services.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it's why we especially welcome applications from under-represented groups.

We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 22 days' holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive?

Apply today and find out more.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.