Client Services Advisor

We are looking to speak to you if you have either some office/phone based or retail based work experience where you have interacted with customers, or if you have recently graduated/left college and looking for your first career move.

We are working with this rapidly expanding mutual society who specialise in providing income protection and critical illness insurance products. They have experienced some impressive growth recently, and have a leadership team in place to make sure this continues and have big plans for the future here, meaning there is some great opportunities at the moment for hard working and career minded people who want to join them on this journey. They are now looking for a someone to join them as an Adviser Services Assistant.

They offer some genuinely great perks here, such as staff away days and social functions, with a benefits package that includes, Private Health Cover, 25 days holiday + bank holidays to start, free eye care, a 10% of salary annual bonus and a 10% non-contributory pension, death in service (x4 of base salary). And the benefits do not stop there, as they also offer a staff Employee Assistance program, and discounted membership investment opportunities as well as a further two days leave year fully paid to go and work for a charity of your choice. They also offer hybrid working and onsite parking is also provided.

The main purpose of your role will be to support the Adviser Services Team there, ensuring the consistent delivery of exceptional customer service to advisory firms/IFA's within the financial services sector, who sell the Societies products. This will include competently handling a high volume of telephone and email enquiries from Financial Advisors whilst also effectively managing a variety of administrative tasks. This will also include you proficiently carrying out due diligence when onboarding new firms and advisers to sell the Mutuals products and supporting the Sales Team with responding to proposition enquiries from advisory firms too. 

To be considered for this role, no financial services experience is required (though this would be a bonus) however as a minimum you will need to possess either experience in an office based or retail based customer service focused role. They will also consider graduates or A-Level leavers looking for a career.  A good standard of education is also required with a minimum grade ‘C’ GCSE, or equivalent, in Maths and English.

This is a truly fabulous opportunity to join a great local employer in Gloucestershire, who offer a warm and friendly working environment, working with a great team! 

Office hours are 8:45am to 5pm and the salary on offer is £(phone number removed), depending on experience including all the benefits mentioned above, with them offering hybrid working. (You will need to be in the office 3 days a week)

If you wish to discuss this role in more detail, please contact Kieran Boyle at CKB Recruitment