Trainee Customer Consultant

Location and flexible working: Edinburgh - Office based training at our state-of-the-art Lothian Road Office, for the first 6 months and then moving to a home/office split. All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. Job Type: PermanentClosing Date: 7th AugustSalary and benefits: £27,000 to £30,000 dependent upon experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much moreRecruiter: Douglas SmithWe have an incredible opportunity to join us here at Phoenix Group as a Trainee Customer Consultant to join our Telephony Guidance team Who are we?We want to be the best place that any of our 7,800 colleagues have ever worked.We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.The roleWe are currently recruiting Trainee Customer Consultants to join our Telephony Guidance team. This is a fantastic opportunity if you enjoy building rapport and putting customers at the heart of what they do. If you have a burning desire to help customers, put in place the plans they need to have the future they dream of then we would love to hear from you. You will be providing guidance to customers across our pension product range, demonstrating your understanding of your customer’s situation and needs by keeping them informed of all relevant options, risks and benefits as well as explaining any technical questions in a simple way whilst remaining compliant and jargon free. You will be on a pathway to becoming a fully qualified Customer Consultant, at Phoenix we commit to investing in your future, providing support for you to obtain the role required R01, R04 and LP2 qualifications and upon each successful exam pass, you will receive a salary increase. The programme includes on-going training and development that will enable you to progress to full competence and takes around 18 to 24 months. What we’re looking for Proven track record of delivering exceptional customer service within Financial Services A commitment to study and achieve Financial Services qualification R01, R04 and LP2 along with achieving full competence and progress to Customer Consultant within 24 months Experience of conducting customer focused conversations Effective questioning and listening skills with the ability to build rapport with customers over the telephone Preferably have knowledge of pension products and experience of managing risk We want to hire the whole version of you.We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.