At a Glance
- Tasks: Provide first-line support to financial advisers and help them with protection-related queries.
- Company: Join a specialist team in a growing financial services network.
- Benefits: Full training provided, competitive salary, and opportunities for personal growth.
- Other info: Dynamic role with a focus on problem-solving and relationship-building.
- Why this job: Make a real difference by supporting advisers and enhancing customer service.
- Qualifications: Strong customer service experience and excellent communication skills required.
The predicted salary is between 40500 - 49500 £ per year.
We're looking for a Financial Services Helpdesk Advisor to join a specialist team supporting financial advisers across a growing network.
This is a great opportunity for someone with strong customer service experience who enjoys solving problems and learning new things.
You don't need previous protection experience or financial services qualifications as full training will be provided.
You'll be supporting advisers with protection-related queries, helping them navigate products, providers and processes while delivering a high level of service (this is a non-sales role) The Role Provide first-line support to financial advisers across the network Respond to queries around protection products, providers and quotation systems Help advisers navigate protection research tools and processes Handle queries and objections confidently while maintaining a focus on good customer outcomes Keep up to date with developments across the protection market Build strong relationships with advisers and internal teams Share feedback and ideas to help improve processes and the service provided You'll ideally have: Experience in customer service, administration or a similar role Excellent communication and relationship-building skills A confident and professional telephone manner Strong organisatio...
Financial Services Helpdesk Advisor employer: Connections The Recruitment Specialists
Connections The Recruitment Specialists is an excellent employer, offering a supportive team environment where Trainee Accountants can thrive while pursuing their ACA or ACCA qualifications. With a structured training plan, flexible working arrangements, and the opportunity to gain hands-on experience across a diverse client portfolio, employees are empowered to grow and develop their skills in a meaningful way.
Contact Details:
Connections The Recruitment Specialists Recruitment Team
