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- 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 19500 - 29500 £ per year.
We're 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'll 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'll 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
Customer Adviser Financial Services in Birmingham employer: Morgan Parkes Recruitment
Contact Detail:
Morgan Parkes Recruitment 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 people in the financial services sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Brush up on the latest trends in financial services and be ready to discuss how you can support advisers with Protection and GI queries. Show them you’re the go-to expert they need!
✨Tip Number 3
Practice your communication skills! Since this role involves building relationships and explaining technical info clearly, try role-playing common scenarios with a friend. The more comfortable you are, the better you'll shine in interviews.
✨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 connect 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 speaks directly to the role of Customer Adviser in Financial Services. Highlight your experience in customer service and any relevant financial knowledge to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the financial services sector and how your skills align with our needs. We love seeing genuine enthusiasm!
Showcase Your Communication Skills: Since this role requires excellent written and verbal communication, make sure your application is clear and concise. We want to see how well you can convey information, so keep it professional yet approachable.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Morgan Parkes Recruitment
✨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 expert they need.
✨Build Rapport
Since this role is all about relationship building, practice how you'll connect with your interviewers. Think of examples where you've successfully built professional relationships in the past and be ready to share them.
✨Showcase Problem-Solving Skills
Prepare to discuss specific instances where you've tackled complex problems. Highlight your analytical skills and how you can apply them to support financial advisers effectively.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, ongoing training for R01 and R05 qualifications, or how they measure success in this role. It shows you're genuinely interested!
