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- Tasks: Support Advisors and clients with financial products and administrative tasks.
- Company: Join a leading provider of Financial Education and Well-Being support in the public sector.
- Benefits: Enjoy competitive salary, 25 days leave, private medical insurance, and a pension plan.
- Why this job: Kickstart your career in finance with a supportive team and impactful work.
- Qualifications: Strong work ethic, organizational skills, and ideally experience in financial services.
- Other info: Permanent position located in vibrant Bristol City Centre.
The predicted salary is between 28800 - 43200 £ per year.
Red Recruitment is recruiting a Customer Service Advisor in Bristol City Centre to join our client, one of the largest providers of Financial Education and Well-Being support within the public sector. This is a great opportunity for those who are driven and want to start their career within this industry. This role will provide support to the network of Advisors and clients in the UK regarding products held. Benefits and Package for a Customer Service Advisor: Salary: Competitive Hours: Monday – Friday, 9am – 5pm Contract Type: Permanent Location: Bristol City Centre Workplace pension Death in service cover 25 days annual leave plus bank holidays Discretionary bonus scheme Private medical insuranceKey Responsibilities of a Customer Service Advisor: Preparing and issuing client review packs to Advisors in advance of client meetings Undertaking CGT analysis Opening and handling client post Administering Bed and ISA transactions and annual realignment Accurately inputting new enquiry information onto the CRM system Assisting with maintaining administrative procedures and regularly reviewing to consider ways of improving existing processesKey Skills and Experience of a Customer Service Advisor: You should have excellent work ethic, with the ability to self-review and ensure work is accurate Ideally, you will have experience in financial services, preferably within an IFA A relevant degree if a graduate, i.e. finance or economics The ability to demonstrate strong organisational skills is required You should have good rapport-building skills and be able to communicate to 3rd parties appropriatelyIf you are interested in this position and have the relevant skills and experience required, please apply now! Red Recruitment (Agency)
Customer Service Advisor employer: Red Recruitment
Contact Detail:
Red Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on the role of Independent Financial Advisors (IFAs). Understanding their needs and challenges will help you stand out during the interview.
✨Tip Number 2
Practice your communication skills by engaging in conversations with friends or family about financial topics. This will help you build rapport and demonstrate your ability to communicate effectively with clients and advisors.
✨Tip Number 3
Showcase your organizational skills by preparing a mock client review pack. This will not only give you practical experience but also provide a tangible example to discuss during your interview.
✨Tip Number 4
Research common administrative procedures in financial services and think of ways to improve them. Being able to suggest improvements during your interview can demonstrate your proactive approach and problem-solving skills.
We think you need these skills to ace Customer Service Advisor
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Customer Service Advisor position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in customer service or financial services. Use specific examples to demonstrate your skills in communication, organization, and attention to detail.
Craft a Strong Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in working in financial education and how your background aligns with the company's mission.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application shows professionalism and attention to detail, which are crucial for a Customer Service Advisor.
How to prepare for a job interview at Red Recruitment
✨Show Your Financial Knowledge
Since the role is within financial services, it's crucial to demonstrate your understanding of financial concepts. Brush up on key terms and recent trends in the industry to impress your interviewers.
✨Highlight Your Organizational Skills
The job requires strong organizational skills. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Demonstrate Rapport-Building Abilities
As a Customer Service Advisor, building rapport with clients is essential. Prepare to share instances where you've effectively communicated with clients or colleagues, showcasing your interpersonal skills.
✨Prepare Questions About the Role
Show your interest in the position by preparing thoughtful questions about the company and the role. This not only demonstrates your enthusiasm but also helps you assess if the job is the right fit for you.
