Customer Service Advisor Full-Time

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

Job summary

A leading financial helpdesk is seeking a Customer Service Advisor in London. This role is ideal for individuals aiming to develop their career in Financial Services. You will provide support to clients, ensuring outstanding service while receiving in-house training and mentorship. The position offers a permanent contract with a starting salary of £25,070 and opportunities for career progression within a FTSE 250 Wealth Management company.

Qualifications

• No prior financial services experience required.
• Possess a growth and learning mindset.

Responsibilities

• Helping clients with financial queries via phone, email, or virtual chats.
• Delivering professional and empathetic service.

Skills

Communication

Collaboration

Resilience

Results-driven

Tools

MS Office

Job description

Social network you want to login/join with:

Customer Service Advisor Full-Time, London

Client:

Reed - UNLIMITED

Location:

London, United Kingdom

Job Category:

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 help clients with complex operational, investment-based, or pensions and retirement-based queries.

This role suits someone with experience in service-related roles who is looking to develop their professional career in Financial Services and Wealth Management.

This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will join our tailored training programme involving 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 promoted to Team Leader, says: "I benefited from in-house training and external qualifications, with a clear internal progression path and mentorship opportunities."

Charlie, promoted to Head of Pension Helpdesk, shares: "Starting my career at HL's Helpdesk gave me a comprehensive understanding of our business, products, and clients, propelling my progress across departments."

Starting salary from £25,070 full-time (37.5 hours), permanent contract, with benefits detailed below.

What you'll be doing

• Helping clients make the most of their money and improve financial resilience for them and their families
• Solving client queries on 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 - no prior financial services experience required. A successful candidate will:

• Possess a growth and learning mindset
• Be ambitious and resilient
• Be results-driven and motivated by performance
• Demonstrate strong communication skills (calls, emails)
• Enjoy working in a fast-paced environment with tight deadlines
• Work collaboratively and be organized
• Be proficient in MS Office (Outlook, Word, Excel)

Working Schedule

This role is based in 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. Hybrid working is supported after training and passing probation.