Financial adviser Work, Jobs in Lochgelly, Fif (with Salaries)

Customer Service Executive
M&G plc —Stirling
- Full-time
- Hybrid work
- Customer service
- Annual leave
Financial Adviser
Standard Life —Edinburgh
- £45,700 - £67,000 a year
- Remote
- Organisational skills
- Financial services
- Communication skills
- Annual leave
10d
Trainee Administrator
Kingdom Investments —Dunfermline
- £14,560 - £23,150 a year
- Full-time
- Computer literacy
- English
- Maths
- Free parking
Quick apply
12d
Occupational Health Adviser
Leonardo UK Ltd —Edinburgh
- £43,000 - £55,000 a year
- Full-time
- Hybrid work
- Flexible schedule
- Referral programme
11d
Investment Administrator
Quilter —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
SSAS & SIPP Senior Technician
XPS Pensions Group —Stirling
- Full-time
- Management
- Computer literacy
- English
- Employee discount
- Referral programme
Global HR Services Adviser
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Human resources
- Annual leave
- Employee discount
10d
Customer Care & Lead Generation Advisor
Bon Accord Life —Alloa
- £25,250 a year
- Full-time
- Sales
- Customer service
- Financial services
- Life insurance
- Sick pay
Quick apply
14d
Business Assurance Adviser
St. James's Place —Edinburgh
- Analysis skills
- Organisational skills
- IT
- Annual leave
8d
Advice Manager
Standard Life —Edinburgh
- From £70,000 a year
- Hybrid work
- Management
- Leadership
- Annual leave
Assistant Project Manager (LHEES) - Waverley Court
City of Edinburgh Council —Edinburgh
- £40,501 - £47,639 a year
- Full-time
- Bachelor's degree
- No degree
- Time management
5d
Financial Crime Transaction Monitoring and Screening Lead
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee discount
12d
Distribution Operations Consultant
Aegon —Edinburgh
- £30,880 - £46,320 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
10d
Distribution Operations Consultant
Aegon UK —Edinburgh
- £30,880 - £46,320 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
10d
Financial Reporting Accountant
Nucleus Financial Group —Edinburgh
- Microsoft Excel
- Analysis skills
- Organisational skills
- Annual leave
9d
Account Relationship Consultant
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Annual leave
1d
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Adviser Support Executive
Morningstar —Edinburgh
- £27,600.00 - £35,166.66 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Communication skills
HR Onboarding Governance Advisor - FTC
M&G plc —Stirling
- Full-time
- Analysis skills
- Human resources
- Communication skills
- Annual leave
Solicitor
Children and Young People's Commissioner Scotland —Edinburgh
- £45,426 - £54,166 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- IT
Quick apply

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Customer Service Executive

M&G plc -
Stirling

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Pension
Customer service

Full job description

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Customer Service Executive (Voice)

Permanent | Stirling or Edinburgh | Hybrid Working

Good at talking? Even better at listening? Ever explained something complicated so well that someone sighed with relief?
Excellent. Keep reading

So… What’s This All About?

We’re looking for a Customer Service Executive (CSE) to be the friendly, knowledgeable human behind the headset — the person customers and advisers are very glad they spoke to today.

You’ll be part of a multi‑talented team whose entire purpose is making customer life easier. From welcoming new customers, to tackling complex “how on earth do I…?” queries, you’ll be there to untangle, explain, reassure and resolve, you are problem‑solving superhero. Capes optional.

The Voice Team Vibe

You’re right on the frontline — influencing digital adoption, guiding customers confidently through their options, and making sure every interaction feels human, helpful and sorted.

You’ll handle:

Phone
Email

And your secret superpower? Figuring out why someone is really calling — then fixing it properly so they don’t need to call back.

What You’ll Actually Be Doing

You’ll be busy:

Explaining stuff clearly, calmly, and without drowning anyone in jargon
Showing customers and advisers how to use Digital Account journeys (and making them feel good about it)
Spotting repeat problems and helping stop them happening again
Supporting customers who choose to transact without advice — clearly, fairly, and with the right risk warnings
Recognising vulnerable customers and giving them thoughtful, appropriate support
Handling complaints with empathy, confidence and professionalism
Achieve and maintain competency in accordance with the T&C Governance scheme
Keeping your pensions knowledge fresh and processes tidy
Managing risk responsibly and raising flags when something doesn’t look quite right
Working closely with teammates who value collaboration over ego

You’ll Probably Love This Role If…

You:

Have customer service experience (contact centre is a bonus, not a dealbreaker)
Genuinely enjoy helping people, not just “handling queries”
Can build rapport without forcing it
Like fixing things properly the first time
Care about quality, accuracy, and doing the right thing
Enjoy learning, improving, and getting a little better every week

Basically, you’re human, curious, and quietly brilliant at customer service.

Where & When You’ll Work

Office base: Edinburgh or Stirling
Hybrid working — up to 3 days a week at home
Full‑time only
Monday–Friday, between 8:30am and 5:30pm
Rotating shifts:
- 8:30am – 4:30pm
- 9:00am – 5:00pm
- 9:30am – 5:30pm

Job Level: Colleague

Recruiter: Sarah Mathers

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [email protected]

Apply Now

Refine Your Search

financial adviser jobs in lochgelly, fif

Customer Service Executive

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Trainee Administrator

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Assistant Project Manager (LHEES) - Waverley Court

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Distribution Operations Consultant

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Account Relationship Consultant

Client Services Associate

Adviser Support Executive

HR Onboarding Governance Advisor - FTC

Solicitor

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