At a Glance
- Tasks: Support financial advisers with protection-related queries and provide first-line assistance.
- Company: Join a specialist team in a growing financial services network.
- Benefits: Full training, company-funded qualifications, and clear career development opportunities.
- Other info: No prior experience needed; just a desire to learn and grow.
- Why this job: Make a real impact while learning about financial services in a supportive environment.
- Qualifications: Strong customer service skills and a proactive attitude are essential.
The predicted salary is between 31500 - 38500 £ 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 organisation skills and the ability to manage competing priorities
- A proactive approach to problem solving
- The ability to learn technical information and apply it confidently
- A genuine interest in developing a career within financial services
Financial services, insurance, protection or mortgage experience would be advantageous but isn't essential.
Training & Qualifications
The business will provide full training and fund professional qualifications as you develop within the role.
This could include CII qualifications covering protection, insurance and financial services, with Ce MAP available if you progress towards the mortgage side of the business.
You'll have the opportunity to build your technical knowledge while gaining hands-on experience supporting financial advisers.
What's on offer?
- Full training from experienced financial services professionals
- Company-funded professional qualifications
- CII and Ce MAP study opportunities
- Clear development opportunities within financial services
- Exposure to both protection and mortgage markets
- Supportive team environment
- Opportunity to work closely with experienced advisers
- A role combining customer service, technical knowledge and commercial awareness
- Based in Sale
- The ideal background
This could suit someone currently working in: Customer Service, Financial Services, Insurance, Banking, Mortgages, Account Management, Administration
You don't need to tick every box. If you've got strong customer service skills, a good attitude and the desire to learn, we'd be interested in speaking with you.
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Financial Services Helpdesk Advisor in Sale 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
