Customer Service Consultant

About the role

This position is the first point of contact for prospective customers and intermediaries of a professional financial services firm. You will provide clear, accurate information about products such as ISAs, bonds and mortgages, without giving sales advice.

Key responsibilities

• Maintain up‑to‑date knowledge of all products and services.
• Handle inbound telephone enquiries promptly and efficiently.
• Promote products and services while adhering to a non‑selling approach.
• Issue literature, illustrations and application forms.
• Proactively follow up enquiries and contact existing mortgage customers.
• Perform routine administrative tasks (approximately 10‑20% of time).
• Occasionally attend events to represent the brand.

Required profile

• Telephone‑based experience in any sector; recent graduates, school leavers or return‑to‑work candidates are welcome.
• Ideally some exposure to financial services, banking or insurance.
• Strong attention to detail and accuracy in a fast‑paced environment.

Required skills

• Microsoft Office proficiency.

What we offer

• Salary £25,000‑£26,500 per year plus a £1,000 bonus.
• Pension scheme.
• Hybrid working: 3 days in the office, 2 days remote.
• Full office‑based training and clear career progression opportunities.