Financial Customer Service Advisor
Financial Customer Service Advisor

Financial Customer Service Advisor

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide top-notch customer service and resolve financial queries via phone.
  • Company: Join UW, a fast-growing FTSE 250 company simplifying utilities for customers.
  • Benefits: Enjoy hybrid work, 33 days holiday, life insurance, and wellness perks.
  • Why this job: Be part of a mission-driven team with growth opportunities and a supportive culture.
  • Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn.
  • Other info: Diversity and inclusion are key; all applicants are encouraged to apply.

The predicted salary is between 28800 - 43200 £ per year.

Location: Hybrid (2 days a week in our Colindale office) or Remote

Hi! We’re UW. We’re on a mission to simplify utilities by providing all in one place—energy, broadband, mobile, insurance—saving customers time and money. Our goal is to double in size by helping more people, driven by ambitious people like you. Interested? Keep reading…

We prioritize people—it’s all about you...

Reporting to a Financial Services Team Leader, the FS Customer Service Advisor is part of FS Operations and serves as the first point of contact for our customers' financial service needs. You’ll deliver excellent customer service, ensuring a positive experience for all customers. You should be prepared to handle challenging and vulnerable customers. We will provide comprehensive training and ongoing support to help you learn and grow within the team.

As a member of our Financial Services Team, you’ll represent us to our customers, helping resolve their issues and providing advice and reassurance that their queries will be addressed.

This position involves delivering high-quality customer service primarily through phone interactions. You’ll engage professionally, multitask, and solve problems to make the customer journey seamless. We aim to exceed expectations by providing comprehensive support in one conversation, saving customers time and money.

  • Answer incoming calls promptly and professionally
  • Address inquiries, resolve issues, and suggest solutions
  • Handle complaints with empathy, aiming for first-call resolution
  • Follow call centre guidelines for consistency and quality
  • Use computer systems to access and update customer accounts accurately
  • Collaborate with team members and managers to meet performance standards
  • Stay informed on products, policies, and procedures
  • Communicate effectively, actively listen, and problem-solve
  • Adhere to attendance, punctuality, and schedule policies
  • Maintain professionalism during challenging interactions

You will work towards KPIs such as:

  • Compliance score
  • Calls per hour

Why join us?

  • Be part of a high-growth FTSE 250 company aiming to add 1 million customers.
  • Enjoy learning, development, and a positive culture that values its people.
  • Opportunities for exposure and growth as we expand
  • Access to Spark, our dedicated learning and development platform
  • 33 days holiday including Bank Holidays
  • Life Insurance up to 4x salary
  • Discounted healthcare & medical plans
  • Free virtual GP service
  • Share options and Save As You Earn scheme
  • Wellbeing benefits, Employee Assistance Programme, fitness classes, and wellness tools
  • Discounted UW services (30% mobile & broadband, 10% energy & insurance)
  • UW cashback card for earning cashback on spending

Additional Information

Not sure if you meet all the criteria? Apply anyway—research shows many underrepresented groups don’t apply unless they meet every qualification, but they often do. We are committed to diversity and inclusion and provide equal opportunities. All applicants are welcome regardless of age, disability, gender, race, religion, sexual orientation, or other protected characteristics. Please ask about support options; we will consider all requests fairly.

If selected, you will undergo a background check. Unsatisfactory or incomplete checks, or failure to disclose relevant convictions, could lead to withdrawal of the job offer.

Financial Customer Service Advisor employer: Utility Warehouse Limited

At UW, we pride ourselves on being an exceptional employer, offering a vibrant work culture that prioritises personal growth and development. With a hybrid working model based in Colindale, employees benefit from comprehensive training, generous holiday allowances, and a range of wellbeing initiatives, all while contributing to our mission of simplifying utilities for customers. Join us to be part of a high-growth FTSE 250 company where your contributions truly matter and opportunities for advancement are abundant.
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Contact Detail:

Utility Warehouse Limited Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Familiarise yourself with the utilities sector, especially energy and broadband services. Understanding the common issues customers face in these areas will help you engage more effectively during interviews.

✨Tip Number 2

Practice your communication skills, particularly in handling challenging conversations. Role-playing scenarios with friends or family can prepare you for the types of calls you might encounter as a Financial Customer Service Advisor.

✨Tip Number 3

Research UW's values and mission to align your responses during interviews. Showing that you understand their commitment to customer service and employee development can set you apart from other candidates.

✨Tip Number 4

Network with current or former employees on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.

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

Excellent Communication Skills
Empathy and Active Listening
Problem-Solving Skills
Multitasking Ability
Customer Service Orientation
Attention to Detail
Ability to Handle Challenging Situations
Familiarity with Call Centre Operations
Computer Literacy
Knowledge of Financial Services
Time Management Skills
Adaptability
Team Collaboration
Understanding of KPIs and Performance Metrics

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Financial Customer Service Advisor position. Tailor your application to highlight how your experience aligns with these requirements.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in customer service, particularly in financial services. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to handle challenging situations.

Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've provided excellent customer service in the past, especially in high-pressure environments, and explain why you want to join UW.

Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.

How to prepare for a job interview at Utility Warehouse Limited

✨Understand the Company Mission

Before your interview, take some time to research UW and their mission to simplify utilities. Understanding their goals and values will help you align your answers with what they are looking for in a candidate.

✨Prepare for Customer Scenarios

Since the role involves handling challenging customer interactions, think of examples from your past experiences where you successfully resolved issues or provided excellent service. Be ready to discuss these scenarios during the interview.

✨Familiarise Yourself with Financial Services

Brush up on basic financial services knowledge, especially related to utilities. This will not only show your interest in the role but also help you answer questions more confidently.

✨Practice Active Listening

During the interview, demonstrate your active listening skills. Make sure to listen carefully to the interviewer's questions and respond thoughtfully, showing that you can engage effectively with customers.

Financial Customer Service Advisor
Utility Warehouse Limited
U
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