Customer Service Advisor

Fintelligent Search Ltd; Manchester; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Private healthcare

Profit share scheme

8% employer pension contribution

Death in service cover

Professional qualifications

Structured training and career dev

Job summary

Fintelligent is seeking a Customer Service Advisor to handle pension enquiries by phone, guiding customers through initial steps and progress updates. The role focuses on conversations, relationship-building and proactive follow-up, with specialist training to develop pensions knowledge and long-term career pathways.

You will join an established financial services business investing in people, technology and training, with a supportive culture and opportunities to progress into senior customer

Qualifications

• Experience in customer service, contact centres or caller-facing roles.
• Confident telephone manner with customers and clear communication.
• Proactive in following up enquiries and obtaining information.
• Strong organisational skills and attention to detail.
• Interest in pensions and financial services.

Responsibilities

• Handle inbound calls and make outbound follow-up calls relating to pension enquiries and transfers.
• Explain next steps clearly and direct technical questions to the appropriate team.
• Follow up with customers to obtain outstanding agreements, signatures and information.
• Contact pension providers and internal teams to chase progress and resolve queries.
• Keep customers informed throughout the process with a friendly, reassuring service.
• Take ownership of follow-ups to ensure actions are completed promptly and records kept up to date.

Skills

Customer service

Telephone manners

Proactive follow-up

Organisational skills

Job description

Customer Service Advisor – Pensions

£30,000 basic salary + monthly performance bonus

Supportive team culture | Career development | Excellent benefits | Specialist financial services training

Are you a confident communicator who enjoys speaking with customers and delivering excellent service?

We’re recruiting for a Customer Service Advisor to join an established and growing financial services business. In this phone-based role, you’ll be a first point of contact for customers making pension enquiries, guiding them through the initial steps and keeping them updated as their applications progress.

Rather than a predominantly administrative position, this role focuses on customer conversations, building relationships and proactively chasing outstanding agreements and information. You’ll receive specialist training to develop your pensions knowledge, with opportunities to build a long-term career.

Package & Benefits

• £30,000 annual salary.
• Monthly performance bonus of approximately £100–£150.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Professional qualifications, structured training and ongoing career development.

The Role

As a Customer Service Advisor, you’ll:

• Handle inbound calls and make outbound follow-up calls relating to pension enquiries and transfers.
• Understand customers’ enquiries, explain the next steps clearly and direct technical or advice-related questions to the appropriate team.
• Follow up with customers to obtain outstanding agreements, electronic signatures and supporting information.
• Contact pension providers and internal teams to chase progress and resolve outstanding queries.
• Keep customers informed throughout the process, providing a friendly and reassuring service.
• Take ownership of customer follow-ups, ensuring enquiries and agreed actions are completed promptly.
• Maintain accurate records of conversations and case updates.

About You

• Previous experience in customer service, contact centres, client services or another phone-based role.
• A confident telephone manner and the ability to build rapport with customers.
• A proactive approach to following up enquiries and chasing outstanding information.
• Strong organisational skills and attention to detail.
• An interest in developing your knowledge of pensions and financial services.

About the Company

You’ll join a well-established financial services organisation that invests in its people, technology and training. With a collaborative team culture and a focus on internal progression, the business offers opportunities to develop into senior customer service, team leadership or wider operational roles over time.

Interested in a customer-focused role with specialist training and long-term career potential? Contact Fintelligent for a confidential discussion.

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