Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk is seeking a Customer Service Advisor in Warrington. This role involves supporting clients through inbound calls and written correspondence, with in-house training provided. The position offers a clear progression path in a Bristol-based FTSE 250 Wealth Management company.

Qualifications

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

Responsibilities

• Helping clients optimize their finances and enhance financial resilience.
• Resolving client queries about HL's investments, products, and services.

Skills

Communication

Teamwork

Organizational Skills

Tools

MS Office

Job description

Social network you want to login/join with:

Customer Service Advisor Full-Time, Warrington, Cheshire

col-narrow-left

Client:

Reed - UNLIMITED

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

16.05.2025

Expiry Date:

30.06.2025

col-wide

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 developing your career in a Bristol-based FTSE 250 Wealth Management company. You will join our tailored training programme 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, now a Team Leader, says, "I benefited from in-house training and support from my managers to undertake external qualifications. There’s a clear internal progression path and resources are readily available to help you plot your career. 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 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. Please see below for some of the benefits we offer.

What you'll be doing

Your responsibilities include:

• Helping clients optimize their finances and enhance financial resilience
• Resolving client queries about HL's investments, products, and services via phone, email, or virtual chats
• Providing a 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 a financial services background. The successful candidate should:

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

Key skills include:

• Excellent communication skills (answering calls, responding to emails)
• Ability to work in a fast-paced environment and meet deadlines
• Collaborative approach and teamwork
• Organizational skills to prioritize tasks effectively
• Proficiency in MS Office (Outlook, Word, Excel)

In-person assessment centre, including interviews 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. We support hybrid working after successful training and probation completion.