Customer Service Advisor Full-Time

JR United Kingdom; Basingstoke; On-site; GBP 25,000 - 29,000; Full time

Job summary

Join a leading financial helpdesk as a Customer Service Advisor in a Bristol-based FTSE 250 Wealth Management company. You will support clients through complex queries and be part of a tailored training program to enhance your career in financial services. The role offers a permanent contract with a competitive salary and hybrid working options after training.

Qualifications

• Experience in service-related roles preferred.
• Ability to work in a fast-paced environment.

Responsibilities

• Helping clients with financial queries via phone, email, or chat.
• Delivering outstanding customer service.
• Collaborating with teams for client outcomes.

Skills

Communication

Collaboration

Organizational Skills

Growth Mindset

Resilience

Tools

MS Office

Job description

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Job Views:

4

Posted:

16.05.2025

Expiry Date:

30.06.2025

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Job Description:

We have a new position open for a Customer Service Advisor / Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department.

You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You'll receive in-house training and work across the business to be able to help clients with complex operational, investment-based or pensions and retirement-based queries.

This role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management.

This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will join our tailored training programme that involves side-by-side coaching, interactive workshops on HL's products & services, the systems we use and much more.

Testimonial from our recently promoted Helpdesk Consultant. Archie who has been recently promoted to Team Leader. "I have benefited from both the in-house training as well as the encouragement and sponsorship of both the company and my managers to undertake external qualifications. There is a clear progression path internally and resources are made easily available to plot your own career journey yourself. One unexpected benefit is the ability to gain mentorship from another member of the company with great experience and tutorship that they are happy to share."

Charlie who has been promoted to Head of Pension Helpdesk. "Starting my career at HL's Helpdesk was a fantastic opportunity for me. It allowed me to gain a comprehensive understanding of our business, products, clients, and the broader financial landscape. The skills and knowledge I acquired during my time on the Helpdesk propelled my progress across various departments."

Starting salary from £25,070 full-time (37.5 hours), permanent contract, please see below for details about some of the benefits we offer.

What you'll be doing

Your responsibilities for this role are:

• Helping clients make the most of their money and improve financial resilience for them and their families
• Solving client queries on HL's investments, products and services by phone, email or virtual chats
• Delivering a tailored, professional, empathetic, and outstanding level of service at every interaction
• Working collaboratively with other teams within the business and external companies
• Supporting the team's risk and control activities to ensure good client outcomes and risk management culture

About you

We invest in our teams - we don't require you to have a background in financial services. A successful candidate must:

• Possess a growth and learning mindset
• Be ambitious and resilient
• Be results driven, motivated by performance

We are looking for someone who can demonstrate ability in the following areas:

• Communication skills such as answering calls and responding to clients' emails
• Enjoys working in a fast-paced work environment, with the ability to work to tight deadlines
• Have a collaborative approach to work, willing and able to work with other team members to complete tasks
• Organised approach with the ability to prioritise tasks and workload effectively
• Able to use MS Office (Outlook, Word, Excel)

In-person assessment centre including interview and tasks.

Working Schedule

This role is based in our Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm with one in three Saturdays from 9.30am to 12.30pm, you will have a rota within these hours.

We support hybrid working once you have successfully completed your training and have passed your probation.