Financial Services Helpdesk Advisor

We're looking for a Financial Services Helpdesk Advisor to join a specialist team supporting financial advisers across a growing network.

This is a great opportunity for someone with strong customer service experience who enjoys solving problems and learning new things. You don't need previous protection experience or financial services qualifications as full training will be provided.

You'll be supporting advisers with protection-related queries, helping them navigate products, providers and processes while delivering a high level of service (this is a non-sales role)

• Provide first-line support to financial advisers across the network
• Respond to queries around protection products, providers and quotation systems
• Help advisers navigate protection research tools and processes
• Handle queries and objections confidently while maintaining a focus on good customer outcomes
• Keep up to date with developments across the protection market
• Build strong relationships with advisers and internal teams
• Share feedback and ideas to help improve processes and the service provided

You'll ideally have:

• Experience in customer service, administration or a similar role
• Excellent communication and relationship-building skills
• A confident and professional telephone manner
• Strong organisation skills and the ability to manage competing priorities
• A proactive approach to problem solving
• The ability to learn technical information and apply it confidently
• A genuine interest in developing a career within financial services

Financial services, insurance, protection or mortgage experience would be advantageous but isn't essential.

The business will provide full training and fund professional qualifications as you develop within the role.

This could include CII qualifications covering protection, insurance and financial services, with CeMAP available if you progress towards the mortgage side of the business.

You'll have the opportunity to build your technical knowledge while gaining hands-on experience supporting financial advisers.

• Full training from experienced financial services professionals
• Company-funded professional qualifications
• CII and CeMAP study opportunities
• Clear development opportunities within financial services
• Exposure to both protection and mortgage markets
• Supportive team environment
• Opportunity to work closely with experienced advisers
• A role combining customer service, technical knowledge and commercial awareness
• Based in Sale

This could suit someone currently working in:
Customer Service, Financial Services, Insurance, Banking, Mortgages, Account Management, Administration

You don't need to tick every box. If you've got strong customer service skills, a good attitude and the desire to learn, we'd be interested in speaking with you.