Who we are:
Nutmeg is Europe’s leading Digital Wealth Manager, but we don’t want to stop there. We’re continuing to build our platform to help us achieve our mission of being the most trusted Digital Wealth Manager in the world.
Since being founded in 2011 we've:
- Grown to 180+ employees
- Launched 4 amazing products including JISA and Lifetime ISA
- Won multiple awards including Best Online Stocks & Shares ISA Provider for the fifth year in a row!
We hit the 160,000 investor milestone in 2021 and now manage over £4 billion AUM.
*We offer flexible working*
Job in a nutshell:
The role is to make outbound calls to existing and prospect customers to help increase AUM while providing outstanding customer support. To do this you will need to be persistent in calling existing campaigns (online journey dropouts) as well as testing new ones. You will be able to educate our customers on markets and reassure customers of any concerns they have. You will be able to talk to the customers about Nutmeg products and investment styles and help with any queries the customer has about the website and will have the ability to cross sell on products. You will need to use your soft skills to adapt your tone to each customer and at times empathise when things are not as customers had hoped.
We are looking for someone with a ‘get up and go’ attitude who will take ownership of their pipeline and will help improve the customer experience. You are proactive in acquiring knowledge from within the business and externally from the industry to maintain an informed high-quality customer experience. You must manage your time effectively, there will be times when you’re juggling lots of tasks, this should never affect the customer experience.
- Sales and retention experience is essential
- Strong customer service and written and spoken communication skills
- Strong team player
- Good problem solver
- Experience with investment products e.g. ISA/Pensions is desirable
- Experience in adding value to the customer journey
- To consistently hit KPIs set by your Manager.
Please note that this role is subject to compliance with the FCA’s Senior Managers & Certification Regime (“SMCR”). As a result, we are required to apply enhanced vetting procedures post offer acceptance.
The successful candidate will further be subject to ongoing compliance with SMCR to include annual review of fitness and propriety.