Customer Service Advisor – Financial Services (Full‑Time)

About the role

Our call centre supports investment clients and their customers, handling a wide range of financial queries over the phone. As a Customer Service Advisor you will answer incoming calls from clients, independent financial advisors, investors and other financial institutions, providing accurate information and assistance.

Key responsibilities

• Answer incoming telephone queries from a variety of financial callers.
• Provide account servicing support, including investigations, portfolio valuations and updating customer details.
• Explain and discuss 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 the ability to work independently.
• Basic computer proficiency.
• Empathy towards clients and a desire to build a career in financial services.

Required skills

What we offer

• Full‑time permanent role based in Burnley.
• Extensive training lasting up to 12 weeks.
• Opportunity to develop knowledge of a range of investment products.