Client Insights Associate (Part-Time or Full-Time Available)
Permanent, Full-Time or Part-Time | Salary up to £35,000
About VouchedFor
As one of the UK's most exciting 'fintech' startups, we were backed by investors whose successes include Zoopla, eBay and Octopus Energy. In 2023, we became part of the Fintel Group - a fast-growing group of companies, all with the mission of helping financial services deliver better outcomes for consumers. We’ve grown 50% over the last year, and are set to continue that growth!
We bring together thousands of professional advisers, hundreds of thousands of satisfied clients and millions of people needing great advice at the most important points in their lives. With the right dedication to customer feedback, rapid iteration and pioneering technology, our product has the power to literally land someone their dream home, help them plan for their children’s future, or ensure a comfortable retirement.
We're looking for a Client Insights Associate to join us and help us accelerate our growth. This role is available on a full-time or part-time basis, with working hours to be agreed with the candidate.
About the Role
As a Client Insights Associate, you'll play a pivotal role in conducting phone-based research and gathering insights for key VouchedFor clients. We're looking for someone with excellent communication skills, who thrives in a structured environment, and is driven to meet performance targets. You'll have the opportunity to develop skills across customer research and data collection, while building in-depth knowledge of financial services in a fast-growing tech company.
VouchedFor is on a mission to help people find the best advice for life’s big decisions. We are already the UK’s leading platform for consumers to find trusted financial advisers - but our ambition is so much larger. Today, only 10% of Brits have received financial advice, and we want to change that. This role is an opportunity to speak directly with large numbers of financial advisers’ clients to understand the quality of the financial advice they received and the impact it had on them.
As a Client Insights Associate, your role will involve:
● Conducting telephony research with 30-40 customers of financial advisers each week, to understand how their adviser helped them, what went well, and what could be improved.
● Achieving a high volume of outbound dials (around 60 per day) to ensure the weekly quota of successful calls is met.
● Learning technical concepts relating to financial services, allowing you to effectively assess how good a service each customer received from their adviser.
● Helping us identify trends and insights to report back to our client, who's one of the largest advice businesses in the UK.
● Working in collaboration with your team and the wider business, supporting individual, team, and company goals.
About You
This is who we're looking to find:
● You're an excellent communicator and can talk to anyone; you’re comfortable talking to different personality types and find it easy to build rapport.
● You can think on your feet; you use your naturally analytical mind to problem-solve on the spot, asking the right questions to find solutions.
● A genuine desire to help people - we're a mission-driven business, so it’s important that you can demonstrate a passion and desire to help others.
● You have an exceptionally strong work ethic with the drive to get things done to a high standard
Why VouchedFor
We are in the rare position of being a profitable, well-funded business but with a start-up culture. This gives us options whilst keeping us agile and helping us ensure that everyone’s contribution matters and is celebrated.
Our team's wellbeing is our top priority so we offer free 1-2-1 financial coaching through Octopus MoneyCoach as well as 1-2-1 counselling through our Employee Assistance Programme.
You will be part of an incredibly supportive, driven and friendly team who really care about what we're trying to achieve and will always want to see you succeed. Part of our People Promise is to provide ongoing development to our employees throughout what we hope will be a long career with us. As such, we make sure we regularly spend quality time together, whether that’s through training and workshops, or team socials and other fun events. We recently carried out an anonymous survey amongst our customer-facing teams and received a fantastic response. 90% said they would recommend working here to a friend or someone they know – a statistic we are incredibly proud of. When we asked which words our employees would use to describe the internal culture at VouchedFor, not only did we see words like ‘fun’, ‘friendly’ and ‘social’ receive several mentions, but also ‘supportive’, ‘collaborative’ and ‘inclusive’, so we really believe we have succeeded in creating something special here.
We have an unofficial policy of hiring lovely, talented people who don’t do politics or any other nonsense. We say it as it is and like to help each other out in achieving our shared vision.
You can find out more about working at VouchedFor here.
As well as being part of our wonderful team, you can expect the following:
● A starting salary of £32,000-£35,000 FTE (depending on experience), plus a monthly commission structure
● Free 1-2-1 financial coaching
● Free counselling sessions through our Employee Assistance Programme
● 25 days holiday, which increases with length of service, up to a maximum of 29 days. You also have the option to buy up to five days of annual leave in addition to your allocation
● An extra day off to celebrate your birthday as well as an Amazon voucher to treat yourself!
● Medical cash plan that provides cashback on everyday health care costs – dental trips, optician costs, physio etc, as well as 24/7 access to a virtual GP
● Access to a flexible benefits portal with £200 to spend every year
● Work from our office in Teddington (30 mins from Waterloo) at least 2 days per week (Tuesdays and Thursdays are mandatory plus one Friday a month)
● Option to work flexible hours
Diversity, Equity & Inclusion
We are working hard to create a representative, inclusive and super-friendly team, because we know that different experiences, perspectives and backgrounds make for a better workplace. VouchedFor is an equal opportunities employer and doesn’t discriminate on the basis of race, colour, religion or belief, gender, national origin, age, sexual orientation, marital status, disability or any other protected class. Everyone is welcome and in this together.
- Department
- VouchedFor
- Locations
- Teddington
- Remote status
- Hybrid
- Yearly salary
- £32,000 - £35,000
About Fintel IQ
Driven by our belief that everyone should have access to professional financial advice, we exist to build simple and integrated financial technology that increases the accessibility of financial services and upgrades the financial planning experience.
Client Insights Associate (Part-Time or Full-Time Available)
Permanent, Full-Time or Part-Time | Salary up to £35,000
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