The Stockbroking Team sits within Pensions and Investments within the Insurance and Wealth division, our objective is to become the best financial planning, long-term savings and retirement partner for our customers by 2020. This will be achieved by strengthening our long-term customer relationships by supporting our customers to plan and manage their long-term savings, investment and retirement needs easily. As well as transforming customer engagement through personalised, digitally-led content.
As a Stockbroking Dealing Assistant you will be part of a Top UK Execution Only Stockbroker Team. Working in a customer orientated environment you will undertake a variety of tasks within a highly regulated business.
Using your excellent customer service skills you will be working in our Leeds Contact centre and will often be the first points of contact for our customers, helping them resolve issues either via the telephone or Webchat. Attention to detail is key, as is the ability to keep a focus on customer outcomes.
Right from the start, we'll give you full training and all the support you need with a 5-6 week Monday to Friday, 9:00 am to 5:00pm Induction Programme. This will be followed by a further on the job telephony training by your Team Manager , where you will be supported whilst you learn. During this time you will be given all the coaching and development you need to achieve your competency. We will help you to obtain a full understanding of our operational policies and procedures plus give you an awareness of regulatory practices and constraints. So you