Financial Customer Support Advisor Apply now

Financial Customer Support Advisor

Poole Full-Time 30000 - 42000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Help customers with financial software and solve their queries via phone and email.
  • Company: Join a leading fintech company in Poole that's making waves in the finance world.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
  • Why this job: Gain hands-on experience in finance while making a real impact on customer satisfaction.
  • Qualifications: A strong background in finance or accounts is essential; tech-savvy is a plus!
  • Other info: Perfect for those looking to kickstart their career in finance and customer support.

The predicted salary is between 30000 - 42000 £ per year.

Our client, a leading and well-established fintech company in Poole, is seeking a Financial Customer Support Advisor to join their dynamic team. To be successful in this Financial Customer Support Advisor role, a strong background in finance or accounts is essential . You will be providing financial software support while delivering exceptional customer solutions. This is an exciting opportunity to learn their software, manage incoming support requests, and respond to user inquiries effectively. Key Responsibilities: Handle inbound support tickets via phone and email, addressing both technical and non-technical issues Gather information, identify root causes and devise solutions to resolve queries Collaborate with internal stakeholders to ensure quick ticket resolutions Escalate issues and risks when necessary Maintain strong relationships with customers, suppliers and third-party organisations Continuously develop your understanding of the business and its software to better support key activities Assist customers with reconciling debtors and creditors Provide support with VAT returns, financial statements and bank reconciliations Qualifications and Skills: Strong financial/accounts background – essential for providing high-quality customer solutions Good working knowledge of IT software, p…

Financial Customer Support Advisor employer: Oyster Recruitment Limited

Join a leading fintech company in Poole, where you will thrive in a supportive and collaborative work environment that values your expertise in finance. With opportunities for professional growth and development, you will be part of a dynamic team dedicated to delivering exceptional customer solutions while enjoying a range of benefits that enhance your work-life balance.
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Contact Detail:

Oyster Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Customer Support Advisor

✨Tip Number 1

Familiarize yourself with the specific financial software that the company uses. This will not only help you understand the product better but also show your potential employer that you're proactive and eager to learn.

✨Tip Number 2

Brush up on your customer service skills, especially in handling technical inquiries. Practice explaining complex financial concepts in simple terms, as this will be crucial when assisting customers.

✨Tip Number 3

Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the specifics of the role, which can help you tailor your approach.

✨Tip Number 4

Stay updated on the latest trends in fintech and customer support. Being knowledgeable about industry developments can give you an edge during interviews and demonstrate your commitment to the field.

We think you need these skills to ace Financial Customer Support Advisor

Strong Financial Knowledge
Customer Service Skills
Technical Support Skills
Problem-Solving Skills
Communication Skills
Attention to Detail
Ability to Work Under Pressure
Time Management
Collaboration Skills
Knowledge of Financial Software
Experience with VAT Returns
Understanding of Financial Statements
Bank Reconciliation Skills
Adaptability to Learn New Software

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your background in finance or accounts in your CV and cover letter. Provide specific examples of how your experience aligns with the responsibilities of a Financial Customer Support Advisor.

Showcase Technical Skills: Since the role involves providing software support, mention any relevant IT software knowledge you possess. Highlight your ability to troubleshoot technical issues and provide solutions effectively.

Demonstrate Customer Service Skills: In your application, illustrate your experience in customer service. Share examples of how you've successfully managed customer inquiries and resolved issues, showcasing your communication skills.

Tailor Your Application: Customize your CV and cover letter for this specific role. Use keywords from the job description to demonstrate that you understand the position and are a good fit for the company.

How to prepare for a job interview at Oyster Recruitment Limited

✨Show Your Financial Knowledge

Make sure to highlight your background in finance or accounts during the interview. Be prepared to discuss specific experiences where you successfully resolved financial issues or provided support in a similar role.

✨Demonstrate Problem-Solving Skills

Prepare examples of how you've identified root causes of problems and devised effective solutions in past roles. This will showcase your ability to handle both technical and non-technical inquiries.

✨Familiarize Yourself with the Software

Take some time to learn about the financial software used by the company. Being able to discuss its features and functionalities will demonstrate your initiative and eagerness to contribute from day one.

✨Emphasize Communication Skills

Since the role involves maintaining strong relationships with customers and stakeholders, be ready to share examples of how you've effectively communicated complex information in a clear and concise manner.

Financial Customer Support Advisor
Oyster Recruitment Limited Apply now
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  • Financial Customer Support Advisor

    Poole
    Full-Time
    30000 - 42000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-12

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    Oyster Recruitment Limited

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