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Red Recruitment is recruiting a Customer Service Advisor in Bristol City Centre to join our client, one of the largest providers of Financial Education and Well-Being support within the public sector.

This is a great opportunity for those who are driven and want to start their career within this industry. This role will provide support to the network of Advisors and clients in the UK regarding products held.

Benefits and Package for a Customer Service Advisor:

Salary: Competitive
Hours: Monday - Friday, 9am - 5pm
Contract Type: Permanent
Location: Bristol City Centre
Workplace pension
Death in service cover
25 days annual leave plus bank holidays
Discretionary bonus scheme
Private medical insuranceKey Responsibilities of a Customer Service Advisor:

Preparing and issuing client review packs to Advisors in advance of client meetings
Undertaking CGT analysis
Opening and handling client post
Administering Bed and ISA transactions and annual realignment
Accurately inputting new enquiry information onto the CRM system
Assisting with maintaining administrative procedures and regularly reviewing to consider ways of improving existing processesKey Skills and Experience of a Customer Service Advisor:

You should have excellent work ethic, with the ability to self-review and ensure work is accurate
Ideally, you will have experience in financial services, preferably within an IFA
A relevant degree if a graduate, i.e. finance or economics
The ability to demonstrate strong organisational skills is required
You should have good rapport-building skills and be able to communicate to 3rd parties appropriatelyIf you are interested in this position and have the relevant skills and experience required, please apply now!

Red Recruitment (Agency)