Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk is looking for a Customer Service Advisor to support 1.8 million clients. This role offers in-house training, a clear progression path, and a starting salary of £25,070. Hybrid working is supported after training.

Qualifications

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

Responsibilities

• Helping clients optimize their finances and improve financial resilience.
• Resolving client queries via phone, email, or virtual chats.
• Collaborating with internal teams and external partners.

Skills

Communication

Teamwork

Organizational skills

Tools

MS Office

Job description

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Reed- UNLIMITED

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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 assist clients with complex operational, investment, or pension 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 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 Team Leader, says: "The in-house training and support from managers have helped me grow. There is a clear internal progression path and resources to help you plan your career. Mentorship from experienced colleagues is also available."

Charlie, promoted to Head of Pension Helpdesk, shares: "Starting at HL's Helpdesk gave me a comprehensive understanding of our business and financial landscape, which propelled my career across departments."

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

What you'll be doing

• Helping clients optimize their finances and improve financial resilience
• Resolving client queries via phone, email, or virtual chats
• Providing professional, empathetic service at every interaction
• Collaborating with internal teams and external partners
• 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

Skills and abilities include:

• Excellent communication skills for calls and emails
• Ability to work in a fast-paced environment and meet deadlines
• Teamwork and collaboration skills
• Organizational skills to prioritize tasks
• Proficiency in MS Office (Outlook, Word, Excel)

In-person assessment, including interviews and tasks, is required.

Working Schedule

This role is based in Bristol, 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 probation.