At a Glance
- Tasks: Support customers with investment accounts and resolve complex queries.
- Company: Join Lloyds Banking Group, a leading UK banking organisation.
- Benefits: Hybrid working, 30 days holiday, weekly pay, and excellent training.
- Other info: Inclusive workplace with opportunities for growth and development.
- Why this job: Gain hands-on experience in stockbroking and financial services without prior experience.
- Qualifications: Customer service experience and strong communication skills required.
Location: Leeds city centre
Pay Rate: £14.02p/hr
Hours: Monday - Friday. To support our customers operating across global markets, we have a rotating shift pattern with 7 hour shifts starting from 8am and finishing up to 9pm. Rota is on a 6 week basis and can be provided if needed.
Hybrid Working: First 8 weeks will be office based, and then you can work 3 days from home after your training is signed off.
Contract Type: Temporary - 6 months initially with potential for progression.
Start Date: 14th September 2026
If you’ve built strong customer service skills and have ever been curious about the world of investments, shares, and financial services, this could be the opportunity you’ve been looking for.
Lloyds Banking Group is recruiting Customer Advisors within its Stockbroking team, offering a unique chance to gain hands-on experience in a specialist area of banking without needing previous stockbroking experience.
As a Senior Customer Adviser, you’ll be handling complex enquiries. You’ll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. We put the customer at the heart of everything we do and will provide great training to enable you to resolve calls by taking responsibility and providing first touch resolution whenever possible.
What will you be doing?
- You’ll support customers with their investment accounts, helping them understand their shareholdings, access their accounts, and resolve complex queries.
This is far more than a standard customer service role - it’s an opportunity to develop knowledge of:
- Investment accounts
- Share dealing and stockbroking services
- Financial regulations and compliance
- Banking and financial services operations
- Complex customer problem-solving
What Benefits do you offer?
- Work from home 60% of the week
- Office located in City Centre with excellent transport links
- On site canteen
- First-class support and training for all colleagues
- Opportunity for growth within the company
- Holiday allowance of 30 days per year
- Weekly Pay
- Online payslips
- Dedicated aftercare team
- Annual leave allowance
- Employee Assistance Programme
- Access to Able Futures
- Eyecare vouchers
- Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more
- Smart Spending App
- Workplace Pension scheme
What skills do I need?
To excel in this role, you should possess the following skills and experience:
- Experience working in customer services, managing a high volume of calls.
- Excellent communication skills, both written and verbal
- Able to handle complex information and work to a high level of detail.
- Proficiency in IT packages such as Excel, Outlook, and Word
- Strong problem-solving abilities and the ability to use own judgement
Desirable skills but not essential:
- Experience in banking, financial services, insurance or lending
- Knowledge of financial services from previous studies or degree
About working for Lloyds Banking Group:
Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We’re committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader.
If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role. We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you’d like an adjustment to the recruitment process just let us know.
Joining our client’s dynamic and collaborative team will mean you are part of one of the UK’s largest banking groups, and supported by a diverse and forward-thinking organisation.
Apply today to hear more about this opportunity.
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Customer Service Advisor - Stockbroking & Investments in Leeds employer: Pontoon
Pontoon is an excellent employer, offering a dynamic work culture that fosters creativity and collaboration in the heart of London. With flexible working arrangements and a strong emphasis on professional development, employees are empowered to grow their skills while contributing to innovative AI-driven solutions in the banking sector. Join us to be part of a team that values your input and encourages meaningful contributions to customer experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Advisor - Stockbroking & Investments in Leeds
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Pontoon.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Pontoon might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Customer Service Advisor - Stockbroking & Investments in Leeds
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Pontoon will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Pontoon. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Pontoon confidence in your short-term commitment to the role.
How to prepare for a job interview at Pontoon
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Pontoon.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Pontoon that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
