Financial Services Agent

Financial Services Agent.

Reference:

Umbrella Rate: £17.46/hr (Inside IR35)

Do you have a background in customer service and banking, including coaching and managing team members? This is your chance to join a company that values innovation, collaboration, and excellence. The role of Financial Services Agent offers you an exciting opportunity to make a real impact, working within a team dedicated to delivering outstanding customer relations and ensuring compliance with regulatory standards. With opportunities for career development, exposure to senior management, and the chance to work on meaningful projects, this is a role that promises growth and success.

What You Will Do:

• Handle customer complaints with precision, ensuring strict adherence to regulatory timeframes and standards.
• Liaise with external suppliers, including the Financial Ombudsman and technical teams, to resolve customer issues effectively.
• Prepare and present regulatory complaint reports and insightful commentary to senior management and forums.
• Manage and coach a team of case handlers, driving performance and ensuring adherence to compliance training.
• Analyse complaint trends for root cause identification and implement corrective actions to enhance customer satisfaction.
• Collaborate with various departments to ensure seamless cross-functional cooperation and resolution of issues.

What You Will Bring:

• Proven experience in coaching, developing, and managing team members to achieve their objectives.
• Strong organisational skills with the ability to prioritise tasks under strict deadlines.
• Exceptional communication and negotiation skills, with the ability to handle escalations and complex customer dissatisfaction.
• Proficiency in Office applications, particularly Excel and PowerPoint, for data validation and reporting.
• A strong understanding of fair treatment of customers and a commitment to maintaining internal controls and process adherence.

This company is deeply committed to delivering the highest standards in customer relations while ensuring compliance with regulatory requirements. As a Financial Services Agent, you will play a vital role in supporting the company’s goals of excellence, innovation, and customer satisfaction. Your contributions will drive improvements and ensure that the company remains at the forefront of its industry.

Location:

This role is based in Manchester, offering a vibrant work environment in a city known for its rich culture and strong business community. Hybrid working with 3 days per week on site.

Interested?

If you’re ready to embrace this exciting opportunity and make a difference, don’t wait. Apply now to become a Financial Services Agent and take the next step in your career journey!

Your CV will be forwarded to Jonathan Lee Recruitment, a leading engineering and manufacturing recruitment consultancy established in 1978. The services advertised by Jonathan Lee Recruitment are those of an Employment Agency.

In order for your CV to be processed effectively, please ensure your name, email address, phone number and location (post code OR town OR county, as a minimum) are included