Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk in Bristol is seeking a Customer Service Advisor to support clients with investment and pension queries. This full-time role offers in-house training, a clear progression path, and a starting salary of £25,070. Ideal for those looking to develop a career in Financial Services.

Qualifications

• Strong communication skills for calls and emails.
• Ability to work in a fast-paced environment.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsibilities

• Helping clients optimize their finances.
• Solving client queries via phone, email, or virtual chats.
• Delivering professional and high-quality service.

Skills

Communication

Organizational Skills

Collaboration

Proficiency in MS Office

Job description

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Customer Service Advisor Full-Time, Bristol

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Client:

Reed- UNLIMITED

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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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 help clients with complex operational, investment-based, or pensions and retirement-based queries.

This role suits someone with experience in service-related roles who is looking to develop their professional career in Financial Services and Wealth Management.

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

Testimonial from our recently promoted Helpdesk Consultant: Archie, recently promoted to Team Leader, says, "I have benefited from in-house training and external qualifications. There is a clear internal progression path, and resources are available to plot your career. Mentorship from experienced colleagues is also a key benefit."

Charlie, promoted to Head of Pension Helpdesk: "Starting at HL's Helpdesk allowed me to understand our business, products, clients, and the financial landscape, propelling my career across departments."

Starting salary from £25,070 full-time (37.5 hours), with a permanent contract. Benefits details are provided below.

What you'll be doing

Your responsibilities include:

• Helping clients optimize their finances and improve financial resilience
• Solving client queries via phone, email, or virtual chats
• Delivering professional, empathetic, and high-quality service
• Collaborating with internal teams and external partners
• Supporting risk and control activities for good client outcomes

About you

We value growth and learning; prior financial services experience is not required. A successful candidate will:

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

We are looking for someone who demonstrates:

• Strong communication skills (calls, emails)
• Ability to work in a fast-paced environment and meet deadlines
• Collaborative approach
• Organizational skills and task prioritization
• Proficiency in MS Office (Outlook, Word, Excel)

In-person assessment, including an interview and tasks, is required.

Working Schedule

This role is based at our Bristol head office, BS1 5HL. Working hours are Monday to Friday, 8am to 6pm, with one in three Saturdays from 9:30am to 12:30pm on a rota. Hybrid working is supported after training and probation completion.