Customer Service Executive

People's Partnership; Crawley; Hybrid; GBP 24,000 - 29,000; Full time

Benefits offered by this job

Hybrid work

Onsite gym

Pension contributions

Study support

Volunteer days

Social clubs

Income protection

Healthcare

Parental leave

Travel season ticket loans

Job summary

People's Partnership in the United Kingdom is seeking a Customer Service Advisor to help our members understand pensions and financial information. The role is hybrid with three days at home, Monday to Friday, and a starting salary of £26,725 plus progression based on experience.

You will handle calls, emails, letters, texts and webchat, work closely with Operations, and contribute to clear communication and excellent service while developing pensions knowledge.

Qualifications

• Experience dealing with customers in a Financial Services setting.
• Strong communication skills to explain complex ideas clearly.
• Passion for helping customers and providing support.
• Good eye for detail and comfortable with numbers.
• Self-motivated, organised and able to work independently when needed.

Responsibilities

• Speak to customers by handling calls, emails, letters, texts and webchat.
• Join daily team catch-ups and support a positive team vibe.
• Handle a variety of customer questions and assist other teams when needed.
• Help identify improvements to our customer service.
• Continue learning and building pensions knowledge and customer service skills.

Skills

Communication skills

Customer service

Attention to detail

Numerical ability

Independence

Job description

Salary - £26,725 + (dependant on experience)

Hybrid, 3 days at home

Monday – Friday

As an organisation without shareholders, our purpose is to make saving for the future simpler and fairer for everyone, rather than chasing profits or sales targets. This role is about doing the right thing for our customers, providing clear communication, understanding their needs, and explaining financial information in an accessible way. It requires sound judgement, strong attention to detail, and the ability to remain professional and composed in a busy environment. If this sounds like you and you have worked in customer service within financial services and are passionate about supporting customers, we want to hear from you!

What you can expect from us:

• Generous pension contributions with an employer contribution of up to 14%
• Learning & development opportunities and study support
• Volunteering days and charity payroll giving
• Social clubs and events
• Onsite gym
• Income protection, critical illness cover & death in service insurance
• Employee healthcare
• Parental and adoption leave
• Travel season ticket loans

What we’re looking for:

• Experience dealing with customers in a Financial Services setting.
• Great communication skills — you can complex ideas in a simple, clear way.
• A real passion for helping customers, making sure they get the support and information they need.
• Comfortable with numbers and have a good eye for detail.
• Able to stay focused and keep going even when things get busy.
• Self-motivated, organised, and happy working on your own when needed.

What you'll be doing:

Our Customer Service teams are the heart of People’s Partnership, making sure our customers get the support they need.

You’ll help customers by understanding what they need and giving them clear, helpful answers throughout their time with us. You’ll also work closely with your team and others across Operations to meet customer needs and follow our service and compliance standards.

How you’ll help:

• Speak to customers by handling calls, emails, letters, texts and webchat
• Join daily team catch-ups, share updates, and help create a positive, supportive team vibe.
• Handle a variety of customer questions and step in to help other teams when needed.
• Help spot ways to make our customer service even better.
• Keep learning and building your skills in pensions and customer service.

About People’s Partnership:

At the heart of our organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.

Disability Statement

People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.