Financial advisor Work, Jobs in Broadway, Wor (with Salaries)

Customer Service Advisor
HR Star —Cheltenham
- £25,000 - £30,000 a year
- Full-time
- Salesforce
- Data analysis skills
- Analysis skills
- Free parking
Quick apply
14d
Sales Advisor
Bloor Homes —Evesham
- Weekend availability
- Sales
- Employee discount
ICOOC Community Event Manager role
Armstrong Wolfe —Tewkesbury
- £28,000 - £34,000 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Clerk
Wellesbourne and Walton Parish Council —Wellesbourne
- £35,363 - £40,777 a year
- Full-time
- Management
- Continuous improvement
- Contracts
Quick apply
5d
Senior Bookkeeper
Coldtech Services —Gloucester
- £30,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
Quick apply
2d
Service Charge Analyst
Innovus —Worcester
- Up to £35,000 a year
- Full-time
- Communication skills
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
Operations Coordinator
Abercrombie & Kent —Cheltenham
- Full-time
- Hybrid work
- Maths
- Quality control
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
1d
Sales & Business Development Manager
iPipeline —Cheltenham
- Full-time
- Remote
- Business development
- Travel
- Financial services
- Health & wellbeing programme
- Annual leave
Employee Relations Advisor-12-Month FTC
Moog Inc. —Tewkesbury
- Full-time
- Continuous improvement
- Human resources
- Organisational skills
- Annual leave
GDASS Independent Domestic Violence Advisor (IDVA)
GreenSquareAccord —Gloucester
- £30,553 a year
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Probate Administrator
Countrywide Tax and Trust Corporation —Leamington Spa
- £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Annual leave
Quick apply
Health, Safety & Compliance Advisor
bts Group —Gloucester
- From £40,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
Quick apply
14h
Tesco Travel Money Advisor
Travelex —Stratford-upon-Avon
- £13.50 an hour
- Overtime
- Employee discount
Senior Business Systems Analyst
Finova —Cheltenham
- Hybrid work
- Master's degree
- Team management
- Mentoring
- Annual leave
- Employee assistance programme
Group Procurement Advisor
Benefact Group —Gloucester
- Monday to Friday
- Hybrid work
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
1d
Trainee Sales Advisor
Bloor Homes —Tewkesbury
- Weekend availability
- Sales
- Employee discount
10d
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £47,000 - £52,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
L'Oréal Luxe Multi-Brand Beauty Advisor, John Lewis Cheltenham (37.5 Hours)
l'Oréal —Cheltenham
- Part-time
- Annual leave
- Referral programme
Quick apply
11d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Business development
- Communication skills
- Annual leave

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Customer Service Advisor

HR Star
Cheltenham

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year
14 days ago

Benefits

Free parking
On-site parking

Qualifications

Live chat
Customer service call handling
Client engagement
Salesforce
Data analysis skills
Analysis skills
Financial services
Customer interaction
Account management
Communication skills

Full job description

Overview

Join our dynamic team as a Customer Service Advisor and become the vital link between our organization and our valued customers. In this energetic role, you will deliver exceptional service by addressing customer inquiries, resolving issues efficiently, and providing insightful guidance on our financial services offerings. Your communication skills and analysis abilities will help foster trust and loyalty, ensuring each customer interaction is positive and productive. This paid position offers a fantastic opportunity to develop your skills within a vibrant, supportive environment committed to your growth.

Duties

Respond promptly and professionally to customer inquiries via phone, email, or chat, ensuring clear and effective communication.
Provide detailed information about our financial products and services, tailoring solutions to meet individual customer needs.
Utilize Salesforce Customer Relationship Management (CRM) software to document interactions, track issues, and follow up on unresolved matters.
Analyze customer feedback and transaction data to identify common issues or opportunities for process improvements.
Assist customers with account management tasks such as updates, troubleshooting, or service requests.
Collaborate with internal teams to resolve complex issues swiftly while maintaining a high level of customer satisfaction.
Maintain comprehensive records of customer interactions and resolutions to support ongoing service excellence.

Requirements

Strong communication skills with the ability to convey information clearly and empathetically across diverse audiences.
Experience with Salesforce or similar CRM platforms is highly desirable.
Knowledge of financial services products or the willingness to learn quickly about complex financial concepts.
Analytical skills to assess customer needs, interpret data, and identify effective solutions.
Ability to multitask efficiently in a fast-paced environment while maintaining attention to detail.
Previous experience in customer service roles is preferred but not mandatory; a proactive attitude and eagerness to learn are essential.
A commitment to delivering outstanding service that enhances the customer experience.

Key Skills & Competencies

Customer Focus
Communication
Relationship Building
Commercial Awareness
Planning & Organisation
Problem Solving
Teamwork & Collaboration
Accountability
Continuous Learning
Results Orientation

Why Join?

This is a fantastic opportunity to join a growing business where you will have the opportunity to develop your sales and commercial skills, build strong customer relationships and make a genuine contribution to the continued success of the organisation.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Free parking
On-site parking

Application question(s):

Do you have commercial customer service experience
Do you have a licence and own vehicle?

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in broadway, wor

Customer Service Advisor

Sales Advisor

ICOOC Community Event Manager role

Clerk

Senior Bookkeeper

Service Charge Analyst

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Operations Coordinator

Sales & Business Development Manager

Employee Relations Advisor-12-Month FTC

GDASS Independent Domestic Violence Advisor (IDVA)

Probate Administrator

Health, Safety & Compliance Advisor

Tesco Travel Money Advisor

Senior Business Systems Analyst

Group Procurement Advisor

Trainee Sales Advisor

Senior Technical Paraplanner

L'Oréal Luxe Multi-Brand Beauty Advisor, John Lewis Cheltenham (37.5 Hours)

Financial Advisor

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