Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. Dealing with incoming queries via email, phone and Wealthify LiveChat – ensuring accuracy, personality and exceptional customer service shine through each time.
Explaining to customers how Wealthify works and the benefits of investing – we do not provide financial advice so also ensuring you always inform not advise to help the customer make their own informed decisions about their finances.
These core values are what make us tick and keep us all on the same page - not just with how we work individually, but how we engage with each other and the service we offer.
Minimum of 5 GCSEs including Maths and English at grade C or above
Previous experience working in a customer services environment preferably within Financial services
Previous experience of at least 3 years working with pension products is desirable
Confident with multi-tasking and working both from an operational and support perspective
Comfortable working in an office environment, an aptitude for computer-based work – a good level of Microsoft Office knowledge and an ability to learn new systems quickly
Hard working and can ‘get on with it’– a natural passion to want to work hard and be proud of your work quality and ethic
24 days holiday a year – plus bank holidays (you can earn an extra day’s holiday for each full year you are with us, capped at 28 days)
~ Flexible working hours 37.5 hours a week between 8am – 5:30pm Monday to Friday.
Annual bonus between 0-20% of your annual salary which is linked to both the company and individual
Private Medical Insurance
Death in Service Cover (X3 your annual salary)
Company Pension Plan
Healthify - a team to support the health and wellbeing of all staff at Wealthify
Ministry of Fun – providing plenty of social activities and events throughout the year
Brand new offices in the picturesque Penarth Marina
Free office gym
Free parking nearby
A collaboration space and games room
We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes
Job Type: Full-time
customer service: