At a Glance
- Tasks: Provide exceptional customer service and support clients with their financial queries.
- Company: Join a leading financial services business with a strong reputation for client satisfaction.
- Benefits: Competitive salary, KPI bonuses, hybrid working, and generous holiday allowance.
- Other info: Opportunities for career progression and personal development every three months.
- Why this job: Make a real difference in people's lives while building a rewarding career.
- Qualifications: Experience in customer service and excellent communication skills required.
The predicted salary is between 26347 - 32347 £ per year.
AI is going to change a lot of jobs. But it can’t replace a proper conversation. It can’t reassure someone who’s worried about their money, listen properly, ask the right follow‑up question or make a client feel like they’re dealing with a real person rather than another chatbot pretending to be helpful.
What We’re Looking For
This is a role with a large, growing and profitable financial services business that looks after thousands of clients across the UK. We need people who are good with people—able to listen, explain, solve problems and give clients a genuinely good experience (TrustPilot has them at 4.9/5). You don’t need financial services experience, but you do need proper customer service experience. That means you’re used to speaking to customers or clients every day, ideally by phone, and you know how to stay calm, professional and helpful when someone has a query, a problem or needs something explained clearly. You might be working in hospitality, retail, travel, banking, insurance, telecoms, customer service or a contact centre. The background matters less than the way you deal with people. You’ll need to be reliable, confident on the phone, comfortable working to service standards and genuinely interested in building a long‑term career rather than just finding something else to do for a few months.
Career Development
We have a strong track record of promoting from within. A large number of people in the advice team started in this area before moving through the company’s internal academy. Others have progressed into compliance, paraplanning, operations and leadership roles. One senior leader started in client support and progressed to Head of Department within five years; another came through the business and built their career internally before becoming Head of Advice. Most people are expected to stay in the role for 12–18 months before progressing, although earlier opportunities can arise. Development is reviewed every three months as part of your personal development plan.
Benefits and Compensation
- Salary of up to £26,347
- £500 per month KPI bonus, Potential overall package of £32,347
- Hybrid working (2 days from home) after probation
- Company pension
- 25 days holiday, rising with service
- Life cover
- 24/7 GP access
- Healthcare cash plan
- Enhanced maternity, paternity and adoption leave
- Paid sickness leave
- Company and team events
- Free on‑site parking
- Cashback rewards
- Access to an internal academy
Working Hours and Location
The team works between 7am and 8pm on a five‑week rota, with one Saturday morning every five weeks. When you work a Saturday, you get time back during the week. The office is based at Newburn Riverside, west of Newcastle, so please check the commute before applying, especially for early shifts starting at 7am. Access to a car may be helpful depending on where you live, although public transport may work for some candidates.
Before Applying
This is a client‑facing phone‑based role. You’ll be working shifts between 7am and 8pm on a five‑week rota. You’ll work one Saturday morning every five weeks, with time back during the week. The role is office‑based during probation, then hybrid after probation. You don’t need financial services experience, but you do need proper customer/client service experience. Consider the office location and commute.
Application Notes
When applying, please include a short cover letter telling us: Why this role interests you beyond salary and hybrid working.
Customer Service Advisor - Financial Services in Newcastle upon Tyne employer: Exchange Street Claims ltd
Join a dynamic and supportive financial services company that prioritises genuine human interaction and exceptional customer service. With a strong commitment to employee development, you will have access to an internal academy and clear career progression opportunities, allowing you to build a meaningful long-term career. Enjoy a competitive salary, hybrid working options, and a range of benefits including generous holiday entitlement and healthcare support, all while being part of a friendly team at our Newburn Riverside office, conveniently located for both car and public transport access.
Contact Details:
Exchange Street Claims ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Advisor - Financial Services in Newcastle upon Tyne
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We think you need these skills to ace Customer Service Advisor - Financial Services in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Exchange Street Claims ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Exchange Street Claims ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Exchange Street Claims ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Exchange Street Claims ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Exchange Street Claims ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
