Technical Support Officer
Division/ Department
Sales Operations – Direct Sales, based at our offices on Morrison St, Edinburgh
About the job
Direct Sales division are seeking to appoint a Technical Support Officers within Direct Sales Technical Support Team. The successful candidate will be responsible for the provision of a high calibre of technical advice and support to our Direct Sales and Financial Planning Service teams
Key Accountabilities
- Providing generic pre sales advice on regulated products – Pensions, Investment, Protection, Inheritance Tax Mitigation in relation to the Direct Sales and Financial Planning Advisers in relation to our product range and services
- Carry out a range of the more demanding clerical or customer service duties, ensuring that the work is competed and adheres to Scottish Widow’s processes ,procedures, standards and relevant external regulations
- Contribute to the completion of the team workload
- When required provide project support ensuring own deliverables are on time and to specification
- Undertake duties at a similar or lower level as required
- Respond to a wide range of customer enquiries ensuring that the information provided is clearly understood by the customer, escalating issues as appropriate
- Undertake delivery of designated specialist activities in order to provide an effective service to customers in accordance with agreed service standards
- Contribute to the design, development and specification of new/redesigned processes, systems, information , documentation and supporting materials, consulting with customers where appropriate, to ensure that their requirements are fully understood and met
What skills/experience you will need
- Minimum FPC, ideally progression toward full AFPC
- Financial Services Experience
- Excellent Knowledge of the main financial planning areas including Corporate Pensions, Pension Transfers, IHT planning
Competencies
- Attention to detail
- Making Good Decisions
- Managing the Customer Relationship
- Providing Excellent Customer Service
- Using Information Effectively
How to apply
Please send a covering letter with CV to
Closing Date
There are no current vacancies at present but applications will be kept on hold.
Salary
£17,000 - £25,000
Data Protection Act 1998
The personal
information which you provide in application for this position will
be used by Scottish Widows for the internal recruitment process.
The information submitted will be held securely with access limited
to those who need it.
