Customer Service Advisor (Financial Services) – Full Time

About the role

As a Customer Service Advisor in our Financial Services Call Centre, you will handle inbound calls from investors, independent financial advisors and other financial institutions. You will provide accurate information on accounts, portfolio valuations and product details while delivering a high‑quality customer experience.

Key responsibilities

• Answer inbound telephone queries from clients, IFAs, investors and financial institutions.
• Provide account servicing, including investigations, portfolio valuations and updating customer details.
• Explain investment products such as ISAs, Unit Trusts, Investment Trusts and OEICs.
• Complete a comprehensive training programme of up to 12 weeks, combining classroom and on‑the‑phone learning.

Required profile

• Experience in customer service, either face‑to‑face or over the phone.
• Strong organisational skills and ability to work independently.
• Empathy towards clients’ needs and a desire to build a career in financial services.

Required skills

• Basic computer proficiency.