Customer Services - Investment Advisor (FTC)

  • Reference
  • VN-18223
  • Role Type
  • Fixed Term Contract (inc Secondee)
  • Location
  • Cardiff
  • Salary
  • £20,000
  • Closing Date
  • 04/12/2020
Your role at a glance

To us customer service is a passion! We are excited about delivering excellent customer service the first time – every time. Are you committed to taking responsibility, contributing to and enhancing the efficiency and quality of customer service delivered by your team? If you are excited about gaining invalubable experience in Investment Services, this could be the opportunity you’ve been waiting for.

What you'll be doing
  • Provide an outstanding customer service to our customers and clients by keeping one step ahead; selecting communication method to suit the customer/client needs, making sure you understand their needs and expectations, respond accurately and with the best solution for them whilst making sure their enquiry has been answered and where appropriate seeking feedback on how you could improve.        
  • Proactively spot patterns in the hopes or frustrations of our customers and clients, seeing where we can change our processes, tools or products to satisfy their needs by escalating to your senior colleagues.
  • Use your training, knowledge, skills and provided guidance material to follow processes and use systems to give our customers and clients a positive experience whilst keeping us safe and compliant with our regulators.  If things do go wrong, when you can’t resolve it yourself raise and log these as soon as possible so we can put things right quickly.      
  • Provide customers with a first class experience every time in order to Treat Customers Fairly and promote customer satisfaction.  Steer your own development so you can provide a great customer experience whilst helping you get to where you want to get to.  
  • Collaborate with your colleagues and put your colleagues, customers and clients at the heart of everything we do. 
What we're looking for
  • Excellent written and verbal communication skills
  • Working knowledge of the role objectives, priorities and constraints.
  • Be able to team work, build trust and respect with others, sharing best practice and ideas.
  • Adherence to all regulatory requirements including: General Data Protection Reguation, Know Your Customer, Complaint Handling and role of the Financial Conduct Authority.

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days’ holiday, an annual supplement for private medical insurance, discretionary performance related bonuses, paid overtime, discounts at both a huge range of high street stores and our own great products. Your hard work will be rewarded when you join us.


About L&G

As a company, to be one of the world's largest Asset Managers, homebuilders, pension providers and insurances brands, we are diverse by our very nature. And we're a company that wants to use our diversity and influence to make society better in the long term - for everyone. To do this we need to be a company that welcomes everyone, where everyone can succeed. That means we're committed to building an inclusive culture in L&G where we can all perform at our best, no matter who we are, what we do or where we do it. So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

About the business area

LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.

This is a Fixed Term position for approx 9 months 

Our commitment to Equal Opportunities

We’re an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.

How To Find Out More

If you’d like more information about this opportunity please contact David Mfon at (LinkedIn: Please note direct applications via email cannot be accepted for this role; only applications submitted through our careers website will be considered.