About the role
We are currently seeking a Customer Services Advisor to join our esteemed financial helpdesk in leading Wealth Management company nestled in the heart of Bristol.
As the primary point of contact for our 1.9 million clients, you will provide support through inbound calls and written correspondence. This is not a sales position. Comprehensive in-house training will be provided to enable you to assist clients with intricate operational, investment-related, pensions, and retirement-based inquiries.
This opportunity is ideal for individuals with experience in service-oriented roles who aspire to advance their professional careers in Financial Services and Wealth Management.
This position represents the initial step towards developing your career here with us. You will be part of our specialised training programme which includes one-on-one coaching, interactive workshops on our products and services. You will have familiarisation with our systems, and a variety of further educational opportunities.
What you'll be doing
About you
We invest in our teams - we don't require you to have a background in financial services. A successful candidate must:
Interview process
In-person assessment centre including interview and tasks. As an inclusive employer that values diversity in its workforce, we encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability, or age. We'll make reasonable adjustments from interview through to employment.
Working Schedule
This role is based in our bright harbourside Bristol head office, BS1 5HL. The working hours we offer are Monday to Friday between 8am to 6pm with one in three Saturdays from 9.30am to 12.30pm, you will have a rota within these hours. We support hybrid working once you have successfully completed your training and have passed your probation.
What's on offer?
*dependant on role level.
** only available to select during our annual benefits window, in November each year.
Please note, we are unable to provide employment sponsorship to candidates.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.