Job overview
We are looking for a confident, organised and friendly Business Setup Advisor to support people who have booked a free business setup call with us.
This is primarily an inbound, pre-booked telephone role. It is not an aggressive sales or cold-calling position. You will guide customers through the initial stages of setting up their business, helping them understand what they need to do and making the process as clear and straightforward as possible.
The role mainly involves helping customers set up a limited company, apply for an appropriate business bank account, complete the required setup steps and resolve basic questions or difficulties along the way.
Key responsibilities
- Take scheduled telephone calls with people who have booked a free business setup call
- Guide customers through setting up a limited company
- Help customers apply for an appropriate business bank account
- Explain the required setup steps clearly and make sure each person knows what to do next
- Communicate professionally with customers through WhatsApp
- Follow up with people who have not completed their next steps
- Answer basic customer questions and help resolve straightforward difficulties
- Book or confirm follow-up calls where required
- Keep clear and accurate notes on each person's progress
- Update the company's lead-management spreadsheet or system
- Help customers progress through the setup journey without unnecessary delays
- Escalate unusual or complex issues to the appropriate team member
What the role involves day to day
Your day will consist of scheduled telephone calls, WhatsApp conversations, follow-ups and administrative updates. You will work through a structured process for each customer, record their progress accurately and make sure they understand their next step.
Some people will complete the process quickly, while others may need reminders or additional guidance. You will need to follow up consistently and professionally without being rude or overly pushy.
What we are looking for
The ideal candidate will be:
- Confident and friendly on the telephone
- Comfortable speaking with different types of people
- Professional when communicating through WhatsApp
- Organised, reliable and able to manage follow-ups
- Comfortable following structured scripts and processes
- Capable of keeping clear and accurate notes
- Persistent with follow-ups without being overly pushy
- Comfortable using computers, spreadsheets and online systems
- Able to commute reliably to the CV11 area for every shift
- Available to work the full Monday-to-Friday schedule of 12:00pm to 8:00pm
Previous experience in customer service, telephone work, administration, appointment setting or sales support would be useful, but it is not essential. Previous experience in company formation or business banking is not required.
Training and support
Full training will be provided. You will receive the scripts, processes and practical guidance needed to carry out the role, together with ongoing support when questions or more complex situations arise.
Pay and working hours
- £12.71 per hour
- 40 hours per week
- Full-time
- Monday to Friday
- 12:00pm to 8:00pm
Applicants must be available to work the full stated schedule.
Location
This is a fully on-site position in the CV11 area of Nuneaton, Warwickshire. It is not a remote or hybrid role. Applicants must be able to commute reliably to the workplace for every shift.
How to apply
Please apply through Indeed and answer the screening questions included with the application. We would particularly like to understand what interests you about the role and any relevant customer service, telephone, administrative, appointment-setting or sales-support experience you may have. Relevant experience is desirable rather than essential, as full training is provided.
Pay: £12.71 per hour
Application question(s):
- Are you able to commute reliably to the CV11 area of Nuneaton for every shift?
- Are you available to work Monday to Friday from 12:00pm until 8:00pm?
- Are you comfortable taking scheduled telephone calls and following up with customers through WhatsApp?
- Briefly describe any experience you have in customer service, telephone work, administration, appointment setting or sales support. Experience is desirable rather than essential, as full training is provided.
- What interests you about the Business Setup Advisor position?
Work authorisation:
- United Kingdom (required)
Work Location: In person
