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Customer Service Advisor

Red Recruitment
Posted 10 days ago, valid for 6 days
Location

Bristol, City of Bristol BS1 6WS, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • Red Recruitment is seeking a Customer Service Advisor in Bristol City Centre for a prominent provider of Financial Education and Well-Being support in the public sector.
  • The role offers a competitive salary and requires experience in financial services, preferably within an IFA, along with a relevant degree in finance or economics.
  • Working hours are Monday to Friday, 9am to 5pm, and the position is permanent with various benefits including 25 days annual leave and private medical insurance.
  • Key responsibilities include preparing client review packs, handling client post, and maintaining administrative procedures.
  • Candidates should possess strong organisational skills and be able to effectively communicate with third parties.

Red Recruitment is recruiting a Customer Service Advisor in Bristol City Centre to join our client, one of the largest providers of Financial Education and Well-Being support within the public sector.

This is a great opportunity for those who are driven and want to start their career within this industry. This role will provide support to the network of Advisors and clients in the UK regarding products held.

Benefits and Package for a Customer Service Advisor:

  • Salary: Competitive
  • Hours: Monday - Friday, 9am - 5pm
  • Contract Type: Permanent
  • Location: Bristol City Centre
  • Workplace pension
  • Death in service cover
  • 25 days annual leave plus bank holidays
  • Discretionary bonus scheme
  • Private medical insurance

Key Responsibilities of a Customer Service Advisor:

  • Preparing and issuing client review packs to Advisors in advance of client meetings
  • Undertaking CGT analysis
  • Opening and handling client post
  • Administering Bed and ISA transactions and annual realignment
  • Accurately inputting new enquiry information onto the CRM system
  • Assisting with maintaining administrative procedures and regularly reviewing to consider ways of improving existing processes

Key Skills and Experience of a Customer Service Advisor:

  • You should have excellent work ethic, with the ability to self-review and ensure work is accurate
  • Ideally, you will have experience in financial services, preferably within an IFA
  • A relevant degree if a graduate, i.e. finance or economics
  • The ability to demonstrate strong organisational skills is required
  • You should have good rapport-building skills and be able to communicate to 3rd parties appropriately

If you are interested in this position and have the relevant skills and experience required, please apply now!

Red Recruitment (Agency)

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