LEGAL & FINANCIAL WELLBEING ADVISOR

This is a once in a career opportunity for an exceptional legal professional to join a truly service led business, the industry leading mental health & wellbeing provider, HA Wisdom Wellbeing. With an unrivalled track record of incredibly strong year on year growth of its subscription model business, HA Wisdom Wellbeing supports over 90,000 organisations and 13 million lives across the UK, Ireland, Australia & New Zealand.

Part of the global Peninsula Group, with 14 companies and a group turnover in excess of £400m, there is substantial financial backing for further expansion, acquisition and international development. This represents an unparalleled career advancement opportunity for the exceptional individual.

You will respond to queries and provide legally compliant, and financially sound, advice to clients by telephone, live chat and other media on wide ranging areas. You will provide advice and information which supports the needs of the individual and is mindful of the wider implications to them. You must also be able to identify and ensure emotional support is arranged as appropriate.

1) To provide legal or financial Information to callers within set SLAs, KPIs and time frames.

2) To always be available to take incoming calls / live chats.

3) Produce additional information in email, fact sheet or document format where appropriate.

4) To identify areas of learning and ensuring necessary research and self-learning take place in areas of development.

5) Working as part of team to ensure the smooth running of the wider EAP function.

6) Take part in individual one-to-ones, monthly team meetings, and bi-annual reviews.

7) To demonstrate an ability to work with a variety of individuals and presenting issues, including those who are distressed.

8) Demonstrate an ability to work with employers and to provide information in relation to their enquiry.

9) To show general understanding in a wide range of legal and financial areas, including but not limited to: Family Law, Commercial Law, Criminal Law, Consumer Law, Wills & Probate, Property & Housing, Civil Law and Procedure, Eldercare / Childcare, Motoring and Land Law.

10) Work on other projects and schemes as required.

11) Demonstrate the ability to always provide excellent customer service.

12) As a role/task adhering to the ISO approved policies and procedures.

1) Working knowledge of a wide range of legal and financial matters.

2) An undergraduate degree in law with a minimum award of 2:2 or a Graduate Diploma in Law at commendation or above.

3) Ability to prioritise and work unsupervised as required, but also relishes in working as part of a team.

4) Excellent communication and written skills.

5) Ability to provide great customer service and enjoy helping people.

6) Open minded, enthusiastic, and non-judgemental.

7) Ability to work with telephony and IT systems.

1) 25 days’ holiday, plus bank holidays

2) Day off on your birthday

3) Cash plan for you (and your children, if any)

4) Holidays increase after 2-and 5- years’ service

5) Contractual sick pay

6) Private medical insurance after 5 years' service

7) Pension Plan and Life Insurance

8) Pension plan contributions increase after 5- and 7-years’ service

9) Holiday season bonus after 3 years’ service

10) Profit share scheme

11) Season ticket loan scheme

12) Cycle to work scheme

13) Access to Employee Assistance Programme

14) Company incentives, access to discount schemes

15) Social sessions on the last Friday of the month with free food and drink - we call this Fab Friday!

16) Free 24/7 onsite gym

This is a fantastic place to work if you enjoy a challenge and have genuine enthusiasm for overcoming obstacles and learning. The environment is fast-paced and busy, so we look for colleagues who have a positive and focused attitude. Through training and development, we make sure that everyone who works here has the resources they need to build their careers. So, if you are ambitious, focused and a confident communicator you'll soon discover that there are unlimited opportunities for you at HA | Wisdom Wellbeing.