Client Services Advisor

CKB Recruitment Ltd; South Cerney; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A local recruitment agency in Gloucestershire is looking for an Adviser Services Assistant to provide exceptional customer service. The role supports financial advisors with inquiries and administrative tasks. No financial experience is necessary, and the position offers a warm working environment with great perks including hybrid working, health cover, and additional holiday for charity work.

Benefits

Private Health Cover

25 days holiday + bank holidays

10% of salary annual bonus

Non-contributory pension

Free eye care

Employee Assistance program

Discounted membership investment opportunities

Additional two paid charity days

Qualifications

• Experience in an office or retail-based customer service role is preferred.
• No financial services experience required, but it's a bonus.
• Graduates or A-Level leavers are also considered.

Responsibilities

• Support the Adviser Services Team with customer service delivery.
• Handle telephone and email enquiries from Financial Advisors.
• Manage various administrative tasks effectively.
• Carry out due diligence for onboarding new firms.

Skills

Customer service experience

Communication skills

Administrative skills

Education

Minimum grade of C in Maths and English at GCSE

Job description

Overview

We are looking to speak to you if you have either some office/phone based or retail based work experience where you have interacted with customers, or if you have recently graduated/left college and looking for your first career move. They are a rapidly expanding mutual society specialising in income protection and critical illness insurance products, with experienced leadership and big plans for the future. They are looking for a person to join them as an Adviser Services Assistant.

The role offers great perks such as staff away days and social functions, with a benefits package including Private Health Cover, 25 days holiday + bank holidays to start, free eye care, a 10% of salary annual bonus and a 10% non-contributory pension, death in service (x4 of base salary). Additional benefits include an Employee Assistance program, discounted membership investment opportunities, and two extra days leave per year fully paid to support charity work. Hybrid working is available and onsite parking is provided.

Responsibilities

The main purpose of your role will be to support the Adviser Services Team, ensuring the consistent delivery of exceptional customer service to advisory firms/IFAs within the financial services sector who sell the Society’s products. This will include:

• Competently handling a high volume of telephone and email enquiries from Financial Advisors
• Effectively managing a variety of administrative tasks
• Carrying out due diligence when onboarding new firms and advisers to sell the Mutuals products
• Supporting the Sales Team with responding to proposition enquiries from advisory firms

Qualifications

No financial services experience is required (though this would be a bonus). As a minimum, you will need to possess either experience in an office-based or retail-based customer service focused role. They will also consider graduates or A-Level leavers looking for a career. A good standard of education is required with a minimum grade of C in Maths and English at GCSE, or equivalent.

What to Expect

This is a truly fabulous opportunity to join a great local employer in Gloucestershire, offering a warm and friendly working environment with a great team. Office hours are 8:45am to 5pm, and the salary on offer is £(phone number removed), depending on experience including all the benefits mentioned above, with hybrid working and you will need to be in the office 3 days a week.

If you wish to discuss this role in more detail, please contact Kieran Boyle at CKB Recruitment.