Salary: £28,000 – £30,000 (dependent on experience)
Location: Hybrid – Monday & Tuesday from home, remainder office-based
About the Business
We are a small, fast-growing financial services provider delivering specialist payroll and contractor solutions across the UK. With a close-knit team of around 10 employees, every individual plays a visible and valued role in shaping both the customer experience and the way the business operates.
You will work closely with three other team members in a supportive environment where collaboration is key and help is always on hand. The business prides itself on high service standards, strong client relationships, and a proactive approach to onboarding and compliance.
The Role
This is a hybrid position combining customer service and new client onboarding responsibilities.
As a Customer Relationship Advisor, you will:
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Deliver a high-quality, phone-based and email customer service experience
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Take ownership of customer queries, ensuring the right solution is provided first time
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Onboard new clients and users, guiding them through the registration process
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Complete due diligence and compliance checks in line with internal procedures
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Accurately enter and maintain client data within the CRM system
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Chase documentation and manage onboarding pipelines efficiently
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Build strong relationships with customers, contractors, and external stakeholders
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Work collaboratively with colleagues to improve processes and service delivery
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Develop a strong understanding of the sector to confidently support customer needs
This role offers a genuine opportunity to make an impact, with your work directly contributing to customer satisfaction, operational efficiency, and business growth.
The Person We’re Looking For
We are seeking someone who is detail-driven, customer-focused, and comfortable managing both service queries and administrative onboarding tasks.
Essential experience and skills:
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Previous customer service experience (ideally phone-based)
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Experience in onboarding, compliance, or new business registration within financial services or a regulated environment
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High attention to detail and accuracy when handling data and documentation
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Strong communication and listening skills
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Ability to understand customer needs and provide effective solutions
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Confident using CRM systems and managing multiple tasks simultaneously
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A proactive, positive, and team-oriented approach
Personal qualities:
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Friendly, empathetic, and professional manner
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Strong sense of ownership and accountability
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Ability to prioritise workload and remain calm under pressure
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A collaborative mindset suited to a small team environment
Benefits
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Hybrid working (home working on Mondays and Tuesdays)
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Casual dress
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Company events
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Wellness programme
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Employee discounts
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22 days holiday plus an additional day for your birthday