Customer Service Executive - Pensions | Flexible Working

Nucleus Financial Group; Salisbury; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Non-contributory pension

Bonus

Flexible working options

Job summary

Nucleus Financial Platforms group is seeking a Customer Service Executive to join our front-line team in the UK. You will handle adviser and customer calls, build strong relationships, and work with Operations to deliver accurate, efficient service.

Training and support will be provided to perform at your best across Pension products and related services. The role emphasizes clear communication, empathy, regulatory awareness, and collaboration with multiple departments to achieve first-class

Qualifications

• Proven ability to solve problems and provide clear, helpful responses.
• Strong customer-service focus with professional phone manner.
• Excellent written and verbal communication, with the ability to explain complex information simply.

Responsibilities

• Handle phone calls and written correspondence from advisers and customers.
• Develop relationships with customers, advisers and internal teams.
• Update call tagging software accurately to reflect call nature.
• Liaise with stakeholders to support training and education opportunities.
• Identify process improvements and share ideas with the team.

Skills

Problem solving

Customer service

Communication

Team player

Job description

Nucleus Financial Platforms group is seeking a Customer Service Executive to join our front-line team in the UK. You will handle adviser and customer calls, build strong relationships, and work with Operations to deliver accurate, efficient service.

Training and support will be provided to perform at your best across Pension products and related services. The role emphasizes clear communication, empathy, regulatory awareness, and collaboration with multiple departments to achieve first-class