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Investment Member Service Advisor

Job in Woking, Surrey County, GU22, England, UK
Listing for: Aegon UK
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Woking is seeking an On-Going Service Review Consultant to enhance customer experiences for investment members. This role involves reviewing investment portfolios, identifying required changes, and discussing investment strategies over the phone. Successful candidates will have excellent telephony and customer service skills, as well as the capability to work collaboratively. The position offers a competitive salary, hybrid work options, and a comprehensive benefits package including an enhanced pension scheme and generous leave entitlement.
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