Investment Team Processor

Who is HUB and Why Us? 
At HUB Group (part of Just Group plc – a FTSE-250 company) we are focused on finding the right financial solutions for people approaching or in, retirement. Our purpose is to help people achieve a better later life. We provide advice on releasing equity from people's homes, turning pension savings into an income for retirement and funding long-term care.

We want to ensure all our people are supported to become subject matter experts within their chosen career field.  We’ll invest time in developing you and your career goals through our career development frameworks.  Not only does your salary increase, will you also be provided with technical and skills development training and have access to on demand learning and opportunities to upskill within your career field or multiskilling into another part of the business. 

HUB Group are looking for ambitious administrators with experience in Financial Services, to join their HUB Investment team, delivering an exceptional and friendly service. If you are customer orientated and have good attention to detail, come join us at The HUB Group.

Do you have experience of working in financial services? If yes then read on ...

HUB Group's Investment Team process new business applications accurately and efficiently. This is a dual role where you will spend roughly 50% on administration and 50% contacting customers over the phone, ensuring the customer completes their investment journey through our service and that customers receive the right outcome every time.

A full induction and training programme is offered, enabling you to deliver an exceptional customer experience. This is a full time, permanent position at 35 hours a week, Monday - Friday 9am-5pm or 10am-6pm. Initially this is office based, however once probation period is complete, the role is then offered on a hybrid model where half your working month is split between the office and homeworking. 

More About What You Will Be Doing:

As an Investment Team Processor, you will guide and assist customers through the application process, provide accurate information and by providing and maintaining excellent levels of customer service.

You will take ownership and responsibility of your customer applications and customer enquiries, ensuring customers are provided with advice and service that is compliant with all existing legal, regulatory and business standards, as well as recording information in a timely and accurate manner.

A full training and induction programme is offered, to enable you to deliver an exceptional customer experience in every interaction, by being helpful and making doing business with us an easy, efficient and positive way.

Who do we look for:

• Financial Services experience in both administration and customer interaction is essential.

• To be successful in this role, we are looking for you to be customer orientated and to have the customer’s best interest at the heart of everything you do. 

• GCSE (or equivalent) educated as a minimum with Grades C or above in both English and Maths.

• Good level of mathematical ability – able to do basic calculations and working out percentages. 

• Able to work under pressure to achieve objectives within timescales, without compromising accuracy and quality. 

• Extremely organised, with the ability to make intelligent decisions when faced with competing priorities. 

• Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels.

What can we offer you? 

• Career progression salary increases and discretionary bonus scheme – opportunity to raise salary up to £28k+, based on role performance & personal attitudes at work.

• 28 Days Annual Leave (plus bank holidays), additional day for your Birthday, plus Sustainable Travel Time – extra time off for employees who go on holiday via transport with lower carbon emissions than air travel.

• Amazing Pension Scheme - Employer starts at 7% and increases to 10% based on your contribution.

• Private Medical Cover, Income Protection and Life Assurance.

• Learning and Development opportunities - including access to LinkedIn Learning.

• FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site).

• Plus, a variety of Employee Funded Benefits available to you via our Online Benefits Portal including Dental, Cycle to Work schemes, Charitable Salary Giving and much more.

​If this sounds like your next opportunity with career progression, we want to hear from you!