Customer Care Technician - IDEX Consulting Ltd : Job Details

IDEX are working exclusively with a leading Financial Advisory and Wealth Management business who require additional headcount in their Customer Care Team.Typical duties include;

• Carry out investigations of client complaints, following the firm's standard complaints procedure and formulating client responses
• Support the analysis of customer feedback processes
• Act upon and effectively deliver against client requests
• Review customer focused regulatory industry update summaries
• Escalate to senior management and Operations where issues with products and services are identified

What the business requires from the successful applicant

• To have achieved (or be studying towards) the Regulated Diploma in Financial Planning
• Ideally have recent and relevant experience within an IFA environment and be involved in the complaints process
• An ability to demonstrate strong report-writing skills
• Work collaboratively with colleagues

In return you will be working in a vibrant office environment with colleagues who demonstrate longevity within the business.Progression is encouraged, demonstrated by the support of further industry exams, along with a clear pathway which is agreed and supported by management.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.