Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk is seeking a Customer Service Advisor in Glasgow. This role involves supporting clients through inbound calls and written correspondence, with opportunities for career development in financial services. Comprehensive training and mentorship are provided. The position offers a starting salary of £25,070 and a permanent contract, with hybrid working options after training.

Qualifications

• No prior financial services experience required.
• Must demonstrate effective communication and thrive in fast-paced environments.

Responsibilities

• Help clients optimize finances and solve queries via various communication methods.
• Deliver outstanding service and collaborate with teams.

Skills

Effective communication skills

Growth and learning mindset

Resilience

Results-driven

Organizational skills

Tools

MS Office

Job description

Social network you want to login/join with:

Customer Service Advisor Full-Time, Glasgow

Client:

Reed - UNLIMITED

Location:

Glasgow, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

16.05.2025

Expiry Date:

30.06.2025

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 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 programme that includes coaching, workshops on HL's products & services, systems, and more.

Testimonial from our recently promoted Helpdesk Consultant: Archie, now a Team Leader, shares: "I benefited from in-house training and external qualifications supported by the company. There is a clear internal progression path, and resources are available to shape your career. Mentorship from experienced colleagues is also available."

Charlie, promoted to Head of Pension Helpdesk, states: "Starting at HL's Helpdesk gave me a comprehensive understanding of our business, products, clients, and the financial landscape. The skills gained propelled my progress across departments."

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

What you'll be doing:

• Helping clients optimize their finances and improve financial resilience
• Solving client queries via phone, email, or virtual chats about HL's investments, products, and services
• Delivering professional, empathetic, and outstanding service at every interaction
• Collaborating with other teams and external companies
• Supporting risk and control activities to ensure good client outcomes and risk management

About you:

We invest in our teams and do not require prior financial services experience. A successful candidate should:

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

Additionally, demonstrate abilities in:

• Effective communication skills (calls, emails)
• Thriving in a fast-paced environment with tight deadlines
• Collaborative work approach
• Organization and prioritization
• Proficiency in MS Office (Outlook, Word, Excel)

Assessment includes an in-person centre, interview, and tasks.

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 passing probation.