Client Insights Associate, VouchedFor
£32-35k
Plus a monthly commission structure
More information about location
2-3 days a week in office (Teddington, London)
Helping everyone access the best financial advice for them
Job no longer available
Helping everyone access the best financial advice for them
21-100 employees
Job no longer available
£32-35k
Plus a monthly commission structure
More information about location
2-3 days a week in office (Teddington, London)
21-100 employees
Company mission
VouchedFor is on a mission to help people find the best advice for life’s big decisions.
Role
Who you are
- 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
What the job involves
- 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
Salary benchmarks
Our take
VouchedFor aims to help people find the best financial advisers, solicitors and accountants in their area. VouchedFor's review site allows professional advisers to increase their visibility in the local area, whilst clients can review the quality of their service and rate them, to improve transparency in the marketplace.
The vision of the company is to build a platform that becomes essential in choosing an adviser. VouchedFor differentiates itself by ensuring that all the advisers are vetted for qualifications and relevant authorisations by appropriate government bodies. Users can then leave reviews for the services provided by the advisers, and the company can verify the identity of all reviewers in order to ensure that the reviews are genuine.
Around 2 million consumers use VouchedFor each year. It makes money by charging advisers a subscription fee in order to access the community and to become verified, but it is free for customers to use. The biggest challenge the company faces is ensuring that the platform remains moderated and doesn't become subject to fake reviews, as has been faced on other review sites such as Trustpilot and Tripadvisor.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Oct 2015
$5.4m
SERIES A
Jun 2014
$1.6m
SERIES A
Total funding: $8.1m
Company benefits
- Flexible & remote working: We work from our Teddington office (30 mins from Waterloo) 2 days a week for most roles, with the other 3 days remote. Some roles are fully remote - see our open vacancies for details
- Financial wellbeing: 1-2-1 financial coaching, through Octopus Money. Company pension scheme to which we contribute 3% of relevant earnings per year. You also have access to Maji, a financial wellbeing and money management platform
- Mental wellbeing: Access to an employee assistance app, which includes various wellbeing resources as well as free 1-2-1 counselling
- 25 days of annual leave (plus bank holidays) + 1 extra day for every year of service (up to 5 days)
- Monthly socials, and a summer and winter team party
- An extra day off for your birthday + Amazon gift voucher to treat yourself
- We fund life assurance, critical illness insurance and income protection cover from day one
- Medical cash plan: Our cash plan provides cashback on everyday health care costs – dental trips, optician costs, physio sessions etc, as well as providing you with 24/7 access to a virtual GP
- Flexible benefits: Our flexible benefits and discounts platform means you can select the benefits which are most valuable to you including things like cycle to work, Hertility, Hello Fresh, travel insurance and the purchase of wearables
- Learning and development: We run learning and development sessions every fortnight and also fund external training sessions for the team. We also offer 2 days paid study leave per year
Company values
- Ambition - We're hungry to improve, and to grow and further our mission.
- Big ideas - We set big goals and find remarkable ways to achieve them.
- Determination - We deliver results by believing we can, working smart and overcoming hurdles.
- Ownership - We take pride in our work. We fully own and learn from our successes and failures.
- Helpful - We have a genuine desire to make life better for our users and each other.
- Honest - We tell the truth, even when it’s uncomfortable.
- Integrity - We do the right thing. Always.
Company HQ
Teddington, UK
Articles
Leadership
Adam Price
(Executive Chair)CEO at Octopus MoneyCoach, and Chair and Founder at VouchedFor.
Diversity, Equity & Inclusion at VouchedFor
- We have an equal gender split across the business.
- Our leadership team comprises 50% women.
- We organise regular team discussions with external speakers, including subjects such as Unconscious Bias, Mental Health and Equality.
- We offer support of mental wellbeing through a range of internal initiatives, including handling stress, and occupational health assessments.
- We offer financial coaching through our sister company, Octopus Moneycoach.
- We conduct regular benchmarking exercises to ensure we’re a competitive and fair employer.
- We offer leadership training to our people managers to foster a culture of leading by example.
- We conduct regular employee feedback surveys so we can act on the issues most important to our people!
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