Money Expert (FTC 6-9 months) in Marylebone

Job Overview

Marylebone, England
Job Type
Full Time
Date Posted
2 days ago

Additional Details

Job ID
Job Views

Job Description

This role offers a competitive salary, hybrid working (Hybrid / London at least 1 day per month in office for team meetings) and 11% pension from the second year!

This is a part time role - 2 days per week (14 hours)

Salary (full time equivalent) - £40,000 - £45,000 subject to experience

About the role:

We help Which? members in telephone consultations with their tax, pensions, investments, questions as well as undertake FOS claims and fraud and scams work. At the other end of the spectrum we cover social care, welfare and benefits, appealing to a wide audience of Which? members. We help people apply for financial assistance and benefits they might be entitled to as well as supporting wealthier members with managing their wealth and getting the best saving rates and deals.

We also cover savings, banking, travel money, motor, home, pet and other general insurance products, health insurance, protection products, life insurance, mortgage, equity release, trusts and estate planning and funeral plans.

We assist the Money Editorial Team and Journalists by providing copy for the Money Clinic pages of the Money Magazine, some of Which?'s most read print content. We often feature in Your Which? and other content channels.

We assist journalists, editors, researchers, policy, press office, content and insight teams with data, case studies, technical reviews and other matters at their request. We maintain deep and strong relationships with other departments.

Key responsibilities include:

Provide expert advice or guidance to customers based on a thorough understanding of the above subject areas
Competently keeping our case management systems up to date with concise yet thorough notes on consultations.
Maintain professional expertise through course attendance and reading of legal articles, in line with but not limited to CPD requirements in accordance with the financial advice sector (35 hours of CPD) .
Maintaining effective communication, both within the department and with other departments, assisting Money, Policy teams and other colleagues with insight

About you

You should have experience of retail financial services and in particular should be able to assist consumers with their questions about savings, pensions, investments, life insurance, general insurance, protection and have knowledge of tax issues associated with these disciplines. Knowledge of estate planning, equity release and other later life matters would be a bonus.

You should have an excellent telephone manner. You must be rigorous and have the adaptability to switch from subject to subject.

We also have these benefits for you to consider:

28 days holiday + all bank holidays (this is the FTE)
35 hour working week (pro-rated)
Hybrid way of working, with patterns agreed at team level, based on the requirements for the role
Award winning pension scheme - when you pay in 3%, Which? pays in 6% (rising to 11% after one year of service.)
Discount site that offers large off everyday shopping across over 100 shops (so important that you can save on your small and large shopping items in this climate)
Annual Bonus (up to 5% currently, depending on employee and company performance)
Healthcare insurance & Private medical insurance and opportunity to participate in Vitality rewards programme - at 6 months
Free life assurance cover (worth at least 4 times your annual salary. If a member of the pension scheme and has a dependant, its 10 times!)
Free access to Which? member content and free access to Which? money and legal helplines

About Which?

All our roles are now hybrid and we will supply you with the tools and technologies to enable you to do this. We reserve the right to withdraw this advert at any given time due to the number of applications received.

Which? is the UK's consumer champion, here to make life simpler, fairer and safer for everyone. As an organisation we're not for profit and all for making consumers more powerful.

We impact in key areas such as consumer rights, scams, data protection and unfair pricing. Our investigations go deep and our expert advice is completely impartial. Same goes for our product reviews - our rigorous tests and expert recommendations help consumers to make better decisions. Come and champion consumers with us - it's important work. As people we're brave, caring, rigorous and insightful in the way we connect with each other to make change happen.

At Which? we value diversity and we're committed to creating an inclusive culture where everyone is able to be themselves and to reach their full potential. We want to receive applications from all regardless of age, gender identity, disability, marriage or civil partnership, pregnancy or maternity, religion or belief, race or ethnic origin, sex, sexual orientation, transgender status, social economic background. We believe that a diverse workforce helps us to understand and create a positive impact for consumers. We want to ensure that everybody can apply and be part of our recruitment processes, and therefore we can make reasonable adjustments to accommodate our candidates as and when.

Candidate pack October 2022 London.pdf
Role profile - Money Expert Oct 22 (6).docx


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