Customer Service Financial Advisor

Start with a competitive salary of £25,714.00, with the exciting potential to increase to £27,032.00 as you develop and demonstrate your skills! Imagine the satisfaction of knowing your hard work and dedication can lead to tangible rewards.

Join our dynamic team based in Preston, where your supportive nature and excellent conversational skills will help guide Lloyds Banking Group customers on their journey to financial health! This isn’t your average collection's role – you’ll be managing inbound calls, engaging with customers in various financial situations, and crafting personalised, affordable solutions to meet their needs.

You will be working in an environment every day that brings new opportunities, the convenience of free parking, easy access to local transport links, and near a shop, making it easy to grab a bite during your breaks. What’s more, after a qualifying period of around 6 months, you’ll have the flexibility to work from home if you prefer!

Imagine the perfect balance of an office environment and the comfort of your own home. Enjoy the best of both worlds while still being part of a supportive and dynamic team.

You will work 40 hours per week between 8am - 8pm, Monday - Friday and 9am-5pm Saturday on a rota basis. We will provide shift rota examples at interview stage. Training period is approximately 4 weeks, and you will work 8:30am - 5pm Monday – Friday. Learning academy following training lasts around 8 weeks where you will work between 8am - 8pm, Monday - Friday and 9am-5pm Saturday on a rota basis.

• You will be responsible for handling inbound calls, speaking and listening to customers who are in different financial positions, tailoring affordable outcomes to help them on the road to financial health.
• Handling customer complaints should they arise, adhering to Financial Conduct Authority standards.
• Supporting vulnerable customers and addressing their complex needs with care and understanding.
• Working collaboratively with a supportive team to achieve targets and goals.
• Building rapport, empathising, and having meaningful conversations with our customers to deliver excellent customer service.
• Embracing learning, coaching and development to continuously improve your skills and capability.
• Efficiently navigating multiple systems while engaging with customers, ensuring all information entered is accurate.

Showcase your expertise in at least one of the following areas:

• Call Centre Customer Service: Experience in a call centre customer service role.
• Fast-Paced Office Environment: Experience in a dynamic and fast-paced office setting.
• Healthcare Environment: Experience dealing with vulnerable clients in a healthcare environment.
• Financial Services: Experience working in the financial services sector.

Additionally, experience using multiple computer systems is a must.

Bring these skills to our team and make a real difference!

• Empathy: Understanding and showing genuine concern for customers' financial difficulties fosters trust and leads to more successful resolutions.
• Resilience: Maintaining emotional stability, staying motivated with a drive to continuously improve.
• Communication: Strong verbal and written communication skills are crucial for engaging with customers, explaining complex information clearly, and building rapport.
• Problem-Solving: The ability to assess situations, devise effective solutions and thrive in an ever-changing environment.
• Attention to Detail: Ensuring all gathered information is accurate and maintaining a strong focus on delivering exceptional work.

Join our diverse and dynamic team of experienced, innovative, and dedicated professionals! With us, you’ll find countless opportunities to learn new skills and advance your career. We’re committed to providing the support you need to thrive and succeed. This isn’t an entry-level role, so some previous experience is essential. Our goal is to create better outcomes for you and our client.

Choose apply now to fill out our short application. Your application will be reviewed by our recruitment team. You will be invited to attend a video interview with a member of the recruitment team. If you are successful at the first interview stage, you will be invited to attend an onsite assessment centre at our office in Preston.

We’re an equal opportunity and Disability Confident employer, which means we recruit and develop people based on their merit and passion. We’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone.