Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk is seeking a Customer Service Advisor to support clients through inbound calls and written correspondence. This role offers in-house training and a clear progression path within a Bristol-based FTSE 250 Wealth Management company. Candidates should possess strong communication skills and a collaborative approach. The position supports hybrid working after training.

Qualifications

• Possess a growth and learning mindset.
• Enjoy working in a fast-paced environment.

Responsibilities

• Helping clients improve financial resilience.
• Solving client queries via phone, email, or chats.
• Delivering outstanding service at every interaction.

Skills

Communication

Collaboration

Organization

Resilience

Results-driven

Tools

MS Office

Job description

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Customer Service Advisor Full-Time, Cardiff

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Client:

Reed - UNLIMITED

Location:

Cardiff, 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 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, shares: "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. One unexpected benefit is the ability to gain mentorship from experienced colleagues who are happy to share their knowledge."

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

• 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 via phone, email, or virtual chats.
• Delivering a tailored, professional, empathetic, and outstanding level of service at every interaction.
• Collaborating 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 and do not require a background in financial services. A successful candidate must:

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

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

• Strong communication skills, such as answering calls and responding to emails.
• Enjoy working in a fast-paced environment with tight deadlines.
• Have a collaborative approach and work well with others.
• Be organized, with the ability to prioritize tasks effectively.
• Proficient in MS Office (Outlook, Word, Excel).

In-person assessment centre including interview and tasks.

Working Schedule

This role is based at our Bristol head office, BS1 5HL. Working hours are Monday to Friday, 8 am to 6 pm, with one in three Saturdays, 9.30 am to 12.30 pm, on a rota. We support hybrid working once training and probation are successfully completed.