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For Companies At a Glance
- Tasks: Support financial advisers with queries and build strong professional relationships.
- Company: Established business in the UK financial services market.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Why this job: Become the go-to expert while making a real impact in financial services.
- Qualifications: Strong communication skills and a willingness to learn about financial services.
- Other info: Dynamic role with excellent career growth potential.
The predicted salary is between 24500 - 34300 £ per year.
Overview
Salary: £24,500
Duration: Permanent
Hours: Full time 4 days in office, 1 day from home
Location: Near NEC, Solihull
Role Purpose
We are looking for a Customer Adviser (Financial Services) to join a well-established business to business service provider operating within the UK financial services market. This is a technically focused role supporting financial advisers with Protection and GI queries, underwriting questions and firm registrations. You will be the go-to expert on the Protection Helpdesk, combining strong technical understanding with first-class service. If you enjoy problem solving, building professional relationships and becoming that person everyone relies on - you will feel right at home.
Key Duties
- Acting as the first point of contact for Protection & GI technical, underwriting and criteria queries
- Supporting new firm registrations, including liaising with product providers and tracking approvals
- Working closely with provider BDMs and Key Account Managers to keep technical knowledge current
- Managing registrations and licences for industry platforms (including monitoring usage where required)
- Analysing adviser usage and identifying opportunities to increase Protection & GI business volumes
- Contributing ideas to marketing and promotional initiatives
- Supporting commission and fee reconciliation processes (training provided)
- Conducting welcome calls with new member firms and introducing Protection & GI services
- Identifying firms with growth potential and referring opportunities to Business Development colleagues
- Reviewing MI and reporting insights on helpdesk usage
- Supporting CPD platform access, licence approvals, and test resets
- Keeping up to date with industry publications and market developments
Key Skills/Experience Required
- Strong relationship building and stakeholder management skills
- Ability to absorb technical information and explain it clearly to varied audiences
- Excellent written and verbal communication
- Confident, empathetic and professional approach
- Proven customer service or support experience
- General knowledge of the UK financial services market
- willingness to study towards R01 and R05 (Protection) qualifications
- Openness to further relevant industry qualifications
- Professional, positive and proactive
- Organised, efficient and commercially aware
- Comfortable taking ownership and working independently
For more information or to apply please send your CV or contact Morgan Parkes Recruitment.
Customer Adviser Financial Services in Birmingham employer: High Bluff Design/Build LLC
Contact Detail:
High Bluff Design/Build LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Adviser Financial Services in Birmingham
✨Tip Number 1
Network like a pro! Reach out to current employees in the financial services sector, especially those at companies you're interested in. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role involves supporting financial advisers with Protection and GI queries, make sure you can confidently discuss these topics and demonstrate your problem-solving skills.
✨Tip Number 3
Show off your relationship-building skills! During interviews, share examples of how you've successfully managed stakeholder relationships or resolved customer issues. This will highlight your fit for the Customer Adviser role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Customer Adviser Financial Services in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in customer service and financial services. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Customer Adviser role. Share your passion for problem-solving and building relationships – we love that!
Showcase Your Communication Skills: Since this role requires excellent written and verbal communication, make sure your application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at High Bluff Design/Build LLC
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK financial services market, especially around Protection and GI. Being able to discuss technical queries confidently will show that you're the go-to expert they need.
✨Build Rapport
Since this role is all about relationship building, practice how you can connect with your interviewers. Use examples from your past experiences where you've successfully built professional relationships or resolved customer issues.
✨Show Your Problem-Solving Skills
Prepare to discuss specific scenarios where you've tackled complex problems. Think about how you approached these situations and what the outcomes were, as this will demonstrate your ability to handle the technical aspects of the role.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions ready. This could be about their current challenges in the financial services sector or how they see the role evolving. It shows you're genuinely interested and engaged.
