Customer Service Advisor Full-Time

JR United Kingdom; Reading; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial helpdesk is seeking a Customer Service Advisor in Reading. This full-time role involves supporting clients with financial queries, offering in-house training and career development opportunities. Ideal for those looking to grow in Financial Services.

Qualifications

• Strong communication skills for answering calls and responding to emails.
• Possess a growth and learning mindset.
• Be organized with effective prioritization skills.

Responsibilities

• Helping clients optimize their finances and improve their financial resilience.
• Resolving client queries about HL's investments, products, and services.
• Delivering professional, empathetic, and outstanding service.

Skills

Communication

Collaboration

Organizational Skills

Growth Mindset

Resilience

Tools

MS Office

Job description

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Customer Service Advisor Full-Time, Reading

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Client:

Reed - UNLIMITED

Location:

Reading, United Kingdom

Job Category:

Other

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, seeking 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 a tailored training programme involving side-by-side coaching, interactive workshops on HL's products & services, systems, and more.

Testimonial from our recently promoted Helpdesk Consultant, Archie: "I have benefited from in-house training and the encouragement and sponsorship of my managers to undertake external qualifications. There is a clear internal progression path, and resources are available for career development. 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 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 their financial resilience
• 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 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 will:

• Possess a growth and learning mindset
• Be ambitious and resilient
• Be results-driven and motivated by performance
• Have strong communication skills for answering calls and responding to emails
• Enjoy working in a fast-paced environment with tight deadlines
• Be collaborative and able to work well with others
• Be organized with effective prioritization skills
• Proficient in MS Office (Outlook, Word, Excel)

In-person assessment, interview, and tasks are part of the process.

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. We support hybrid working after successful training and passing probation.