We are a Leicester-based financial services company providing tailored advice and solutions in wealth management, investments, and financial planning. We pride ourselves on delivering exceptional client experiences with professionalism, integrity, and care.
Role Overview
We are looking for a motivated Customer Service Representative to be the first point of contact for our clients. You will handle enquiries, provide clear and accurate information, and ensure each client receives outstanding service.
Key Responsibilities
Respond to client calls, emails, and messages in a professional and timely manner
Assist clients with account queries, updates, and documentation
Explain financial services and products clearly and compliantly
Escalate complex issues to the relevant team while keeping clients updated
Maintain accurate client records in line with data protection and FCA requirements
Support process improvements to enhance the customer experience
Requirements
Previous experience in customer service (finance or banking preferred)
Excellent communication and interpersonal skills
Strong attention to detail and organisational abilities
Ability to work well under pressure and meet deadlines
Knowledge of FCA regulations
Understanding of savings, investments, or retirement products
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.