Wealth Management Support Advisor (Hybrid)

FNZ; Basingstoke; Hybrid; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Competitive salary and benefits

Flexible working arrangements

Full-time and part-time opportunities

Job summary

FNZ in Basingstoke is seeking Customer Service Advisors to join our Contact Centre. The roles are 6‑month FTC with hybrid/flexible working, available as full-time or part-time.

You will handle inbound inquiries by phone or live web chat, provide guidance on accounts and financial products, and deliver a consistently high standard of customer service across interactions. You will be part of a supportive team focused on helping customers get the most from our financial services.

Qualifications

• Previous experience in customer service, contactcentre, financial services, or a customer-facing environment.
• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Ability to build rapport and engage confidently with customers.
• Comfortable using telephony systems and computer applications.
• Strong organisational and multitasking skills.
• A proactive and problem-solving mindset.
• Ability to work effectively both independently and as part of a team.
• Enthusiasm for learning and personal development.

Responsibilities

• Acting as the first point of contact for customer enquiries via telephone and live web chat.
• Providing accurate information and guidance relating to customer accounts and financial products.
• Delivering a positive and professional experience during every interaction.
• Building rapport with customers and understanding their individual needs.
• Helping customers become more confident and self-sufficient using FNZ's online services and digital tools.
• Managing inbound calls in line with agreed service levels and quality standards.
• Handling live web chat conversations efficiently and professionally.
• Providing clear, accurate and customer-friendly solutions.
• Ensuring customer enquiries are resolved effectively and within expected timescales.

Skills

Customer service

Communication skills

Telephone handling

Live web chat

Problem solving

Teamwork

Adaptability

Multi-tasking

Tools

CRM systems

Computer applications

Job description

FNZ in Basingstoke is seeking Customer Service Advisors to join our Contact Centre. The roles are 6‑month FTC with hybrid/flexible working, available as full-time or part-time.

You will handle inbound inquiries by phone or live web chat, provide guidance on accounts and financial products, and deliver a consistently high standard of customer service across interactions. You will be part of a supportive team focused on helping customers get the most from our financial services.