Customer Care Specialist

Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We are here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible.

We want to inspire as many people to invest as possible. We are looking to hire talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers.

Responding to and assisting any existing and new customers to Wealthify – providing them with a stellar experience with Wealthify at every stage for all of our products.

Dealing with incoming queries via email, phone and Wealthify Live Chat – 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.

We value simplicity, communication, teamwork, trust, and confidence. 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
• Skilled communicator
• 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

• A team player – friendly, personable, diligent, empathetic, well organised
• 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
• Strong organisational skills – multi – tasking and prioritising workload are paramount

• Salary : £26,000 – £27,000 dependent on skills and experience
• 24 days holiday a year – plus bank holidays (you will earn an extra day holiday for each full year you’re with us, up to 28 days)
• Flexible working hours in line with business needs

• Annual discretionary bonus which is linked to both the company and individual performance.
• Private Medical Insurance
• Half a day off on your birthday
• Death in Service Cover (X3 your annual salary)
• Income Protection Insurance
• Company Pension Plan - up to 6% Matched contributions
• Free office gym
• Free parking nearby

This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company.

Job Type: Full-time

Salary: £26,000 – £27,000 dependent on skills and experience