Job Title: Customer Adviser (Financial Services) Salary: £24,500 Duration: Permanent Hours: Full time 4 days in office, 1 day from home Location: Near NEC, Solihull Role Purpose: Were looking for a Customer Adviser (Financial Services)to join a well established business to business service provider operating within the UK financial services market. This is a technically focused role supporting financial advisers with Protection and GI queries, underwriting questions and firm registrations. Youll be the go to expert on the Protection Helpdesk, combining strong technical understanding with first class service. If you enjoy problem solving, building professional relationships and becoming that person everyone relies on - youll feel right at home. Key Duties: Acting as the first point of contact for Protection & GI technical, underwriting and criteria queries Supporting new firm registrations, including liaising with product providers and tracking approvals Working closely with provider BDMs and Key Account Managers to keep technical knowledge current Managing registrations and licences for industry platforms (including monitoring usage where required) Analysing adviser usage and identifying opportunities to increase Protection & GI business volumes Contributing ideas to marketing and promotional initiatives Supporting commission and fee reconciliation processes (training provided) Conducting welcome calls with new member firms and introducing Protection & GI services Identifying firms with growth potential and referring opportunities to Business Development colleagues Reviewing MI and reporting insights on helpdesk usage Supporting CPD platform access, licence approvals, and test resets Keeping up to date with industry publications and market developments Key Skills/Experience Required: Strong relationship building and stakeholder management skills Ability to absorb technical information and explain it clearly to varied audiences Excellent written and verbal communication Confident, empathetic and professional approach Proven customer service or support experience General knowledge of the UK financial services market Willingness to study towards R01 and R05 (Protection) qualifications Openness to further relevant industry qualifications Professional, positive and proactive Organised, efficient and commercially aware Comfortable taking ownership and working independently For more information or to apply please send your CV or contact Morgan Parkes Recruitment. Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time. Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.