Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk is seeking a Customer Service Advisor in Gloucester. This role involves supporting clients with their financial queries, providing in-house training, and offering a clear progression path in a Bristol-based FTSE 250 company. The ideal candidate will possess strong communication and organizational skills, with a focus on delivering excellent customer service. The position offers a starting salary of £25,070 full-time with opportunities for hybrid working after training.

Qualifications

• No prior experience in financial services required.
• Demonstrable effective communication and organizational skills.

Responsibilities

• Help clients optimize finances and resolve queries.
• Deliver outstanding service and collaborate with teams.

Skills

Effective communication

Organizational skills

Collaboration

Growth mindset

Resilience

Results-driven

Tools

MS Office

Job description

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Customer Service Advisor Full-Time, Gloucester

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Client:

Reed- UNLIMITED

Location:

Gloucester, 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, looking to develop their professional career in Financial Services and Wealth Management.

This 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 used, and more.

Testimonial from our recently promoted Helpdesk Consultant: Archie, now a Team Leader, shares: "I benefited from in-house training and encouragement from the company and my managers to undertake external qualifications. There is a clear internal progression path, and resources are available to help you plot your career journey. An unexpected benefit is mentorship from experienced colleagues."

Charlie, promoted to Head of Pension Helpdesk: "Starting my career at HL's Helpdesk was a fantastic opportunity. It helped me understand our business, products, clients, and the broader financial landscape. The skills I gained propelled my progress across departments."

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

What you'll be doing:

• Helping clients optimize their finances and improve financial resilience for themselves and their families
• Resolving client queries about HL's investments, products, and services via phone, email, or virtual chats
• Delivering professional, empathetic, and outstanding service at every interaction
• Collaborating with other teams within the business and external partners
• Supporting risk and control activities to ensure positive client outcomes and risk management

About you:

We invest in our teams — prior experience in financial services is not required. A successful candidate will:

• 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 abilities in:

• Effective communication, including answering calls and responding to emails
• Thriving in a fast-paced environment and meeting tight deadlines
• Collaborative work approach, willing to work with others to complete tasks
• Organizational skills to prioritize tasks effectively
• Proficiency in MS Office (Outlook, Word, Excel)

In-person assessment center including 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.