About the Role
We are recruiting Customer Service & Administration Advisors to support customers and internal stakeholders within a regulated financial services environment. This role offers a mix of customer contact and detailed administration, with a strong focus on accuracy, professionalism and delivering high-quality outcomes.
Depending on the team, you may focus more heavily on administrative processing, written correspondence, inbound customer queries, or a combination of all three. All roles contribute to the smooth, compliant and customer-focused delivery of financial services.
Key Responsibilities
* Maintain accurate customer, account and policy records across multiple systems
* Process servicing requests, applications, amendments and documentation
* Handle inbound telephone enquiries professionally and efficiently
* Respond to customer emails and written correspondence
* Manage end-to-end customer cases, taking ownership through to resolution
* Support customers with contracts, settlements, changes, terminations or claims
* Explain options and processes clearly within a regulated framework
* Handle sensitive customer scenarios with empathy, integrity and transparency
* Use strong objection-handling skills to resolve issues and retain customer confidence
* Liaise with internal teams and third parties to achieve accurate outcomes
* Ensure all activity complies with policies, procedures and regulatory standards
* Maintain high levels of accuracy, quality and attention to detail
What We’re Looking For
* Experience in customer service, administration or financial services (beneficial but not essential)
* Strong attention to detail and a pride in accuracy
* Clear written and verbal communication skills
* Confident handling customer conversations, including sensitive or complex topics
* Strong organisational and time-management skills
* Ability to follow defined processes and work within regulatory frameworks
* Confidence using multiple IT systems simultaneously
* Professional, customer-focused approach
* Ability to work independently and collaboratively within a team
Desirable (Not Essential)
* Experience within banking, insurance, pensions or regulated environments
* Written case handling or email-based customer support experience
* Complaints, dispute resolution or retention experience
* Exposure to regulated customer journeys or financial products
What’s in It for You
* Competitive salary or hourly rate
* Monday–Friday working pattern
* Full training and structured onboarding
* Ongoing support and development
* Opportunity to build experience in financial services
* Clear, process-driven role with quality at the core
* Career development and progression opportunities
* Employee wellbeing and support programmes
* Company pension and benefits
Working Environment
This role may operate in a home-based, hybrid or office-based environment. Where home working applies, you will need a private, distraction-free workspace, reliable broadband connection, and the ability to work securely with confidential data.
Eligibility
Applicants must be legally eligible to live and work in the UK. Proof of eligibility will be required as part of the recruitment process.
Equal Opportunities
We are committed to providing an inclusive workplace. All employment decisions are based on business needs, role requirements and individual merit.