45,454 Banking Advisor jobs in the United Kingdom
Customer Service Advisor - Banking
Posted 7 days ago
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Job Description
Salary: £23,500 - £25,000 per annum
Location: Hybrid
We're recruiting Customer Service Advisor - Banking on behalf of a leading national financial services organisation. This is a fantastic opportunity to join a supportive team environment where you'll be helping customers every day, building your skills, and gaining valuable banking experience.
The Role
As a Customer Service Advisor - Banking, you'll play a key role in delivering excellent service to customers across a variety of channels including telephone, webchat, and written communication. You'll be the first point of contact, handling a wide range of queries and providing solutions with confidence, empathy, and professionalism.
Key responsibilities of the Banking Associate include:
- Delivering brilliant customer service across phone, webchat, and email.
- Supporting customers with queries on mortgage accounts, intermediary applications, and general banking services.
- Handling administration tasks with accuracy and attention to detail.
- Identifying opportunities to enhance customer experience by going the extra mile.
- Building strong relationships with customers through clear communication and genuine care.
We're looking for people who are passionate about helping others, quick to learn, and adaptable. Ideally, you'll bring:
- Strong communication skills and the ability to build rapport with customers from all walks of life.
- Experience within a call centre role.
- Excellent listening skills with a professional and empathetic approach.
- Good attention to detail and accuracy in your work.
- Confidence with computer systems and tools such as Microsoft Teams.
- A willingness to learn and grow within financial services.
- Previous banking or financial services experience.
- Knowledge or experience within mortgages.
In addition to a competitive salary, you'll enjoy an excellent benefits package including:
- Enhanced pension scheme
- Private medical cover
- Income protection
- Discretionary bonus
- 30 days holiday plus bank holidays (pro rata for FTC)
Customer Service Advisor - Banking
Posted 4 days ago
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Job Description
Salary: £23,500 - £25,000 per annum
Location: Hybrid
We're recruiting Customer Service Advisor - Banking on behalf of a leading national financial services organisation. This is a fantastic opportunity to join a supportive team environment where you'll be helping customers every day, building your skills, .
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Regional Financial Advice Manager
Posted today
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Full time Permanent, 35 hours, Monday to Friday
Closing Date : Mon, 22 Sept 2025
As a Regional Financial Adviser Manager, you’ll develop your team of Senior Financial Advisers to help them help our customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, pensions, inheritance tax planning and decumulation.
To succeed, you’ll need to be fully Diploma Qualified with experience of supervision within a Regulated Environment.
Your experience of the financial services industry and detailed regulatory knowledge, will ensure you’re able to support your Advisers to grow and develop their own knowledge and skills.
You’ll need to demonstrate a commercial focus that leads to supporting outcomes that are right for our customers whilst applying clear risk management and quality controls.
Who Are We?nNot just another building society. Not just another job.
We're the fourth biggest building society in the UK and what makes us a bit different is that we're a mutual organisation. We don't have shareholders; we're owned by our members.
Our colleagues say Skipton's a great place to work, and you could be one of them, bringing with you new ideas on how we can keep customers at the heart of what we do.
Whatever your background, and whatever your goals, we'll help you take the next step towards a better future.
What’s In It For You?nSkipton values work / life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space.
We have a range of other benefits available to you including;
Discretionary annual bonus scheme
25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
Holiday trading scheme allowing the ability to buy and sell additional annual leave days
Matching employer pension contribution (up to 10% per annum)
Colleague mortgage (conditions apply)
Salary sacrifice scheme for hybrid & electric car
OTE £95,000
What Will You Be Doing?nWorking with branch teams and Senior Financial Advisers to deliver financial advice to new and existing customers, including pensions, investments, inheritance tax planning and decumulation. The role is remote based with capability to travel across our Southern Region, with the region covering South of Birmingham.
What Do We Need From You?nYou must be level 4 Diploma qualified and have been successfully supervising in a Regulated Environment, ideally with experience in pensions, investment, inheritance tax and decumulation advice.You will also have been managing a team, delivering feedback to coach and drive their performance. You will be confident delivering training where applicable and need to be an excellent communicator, whether that’s helping a colleague in one of our branches, or working objectively with a key stakeholder.
A proven leader with a passion for delivering excellent customer service, experience of working to targets and building relationships with others.
The ability to maintain strict quality and compliance standards
Flexible and adaptable to change and new technology.
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Manager (Team Leader) - Financial Advice
Posted today
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Manager (Team Leader) - Financial Advice
Posted 2 days ago
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- Management and leadership of a team of Financial Planners
- Direct line management of the Head of Paraplanning, ensuring the paraplanning function is effectively supporting the adviser team
- Player/Manager" - Enjoy dealing with clients and continuing managing client relationships and writing new business.
- Ideally have some experience of managing financial planners
- Developing and growing the financial planning team
- Ideally chartered status
- Comfortable using cash flow modelling tools and working as a holistic financial planner
- Has been or have experience of working with technical paraplanners
- Ambitious individual who would see this as a stepping stone to Executive level.
- Strategic business planning for future growth (organic & inorganic)
- Engage in Business development projects alongside CEO and Exec team
Customer Advisor for Banking project - Irish Speaker - Lisbon, Portugal
Posted 24 days ago
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Atlean World is an HR SaaS Consultant that aims to promote multicultural environments as the new reality. We specialize in multilingual markets making the candidate's recruitment journey smoother and more enjoyable.
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Customer Service Representative -- Financial Services
Posted 27 days ago
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Job Location: 4951 Savarese CIR, Tampa, FL,33634 br>Job Duration: 12 months + Extension
Note: Hybrid (3 in office, 2 remote); M- F; 8 AM - 5 PM
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Job Description:
The GWIM Operations Analyst is responsible for providing first contact resolution for accounts and client onboarding & maintenance processes. br>We partner with the Brokerage Branch Office, predominantly the Client Associate, the Retirement Benefits Contact Center, and participants to assist them with establishing and maintaining brokerage accounts.
This is accomplished through ensuring adherence to regulatory and compliance guidelines set forth by our governing bodies, including but not limited to the SEC, IRS, and Client.
Our ideal candidate will display superior oral and written communication skills, previous experience in customer service, and the ability to articulate client-centric solutions.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations.
Daily responsibilities will cover one or more operational functional areas such as: opening new accounts, data entry, etc.
Provides quality service and effective and efficient operations support for the assigned areas, internal business partners, and/or external customers and clients. Individuals at this level are expected to use some independence of thought but to refer more complex problems to the Operations Team Manager and/or Supervisor. Generally, 1 year or more of experience is preferred.
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Required Skills:
Proven decision-making skills and the ability to effectively manage risk.
Proven track record delivering for internal and/or external clients. Strong organizational and teamwork skills
Results-oriented, driven, and ambitious.
Must be flexible with the schedule.
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Customer Service Team Leader - Financial Services
Posted 3 days ago
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Key Responsibilities:
- Lead, coach, and motivate a team of customer service advisors to achieve performance targets.
- Monitor team performance, providing regular feedback and conducting performance reviews.
- Handle escalated customer queries and complaints, resolving them efficiently and professionally.
- Ensure adherence to service level agreements (SLAs) and company policies.
- Develop and implement strategies to enhance the customer experience and improve customer satisfaction.
- Train new team members and provide ongoing professional development for existing staff.
- Analyse customer service data to identify trends, areas for improvement, and opportunities for upselling or cross-selling.
- Collaborate with other departments to resolve customer issues and improve processes.
- Maintain up-to-date knowledge of financial products, services, and regulatory requirements.
- Promote a positive and supportive team environment, fostering a culture of excellent customer service.
- Contribute to the continuous improvement of customer service operations.
- Ensure compliance with all relevant financial regulations and data protection laws.
- Proven experience (3+ years) in a customer service role, with at least 1 year in a supervisory or team leadership capacity.
- Experience within the financial services sector is highly desirable.
- Excellent understanding of customer service principles and best practices.
- Strong leadership, coaching, and motivational skills.
- Exceptional communication, interpersonal, and problem-solving abilities.
- Ability to analyse data and report on team performance.
- Proficiency in CRM systems and standard office software.
- Ability to work effectively in a hybrid environment.
- A strong commitment to customer satisfaction and service excellence.
- Knowledge of financial products and regulations would be advantageous.
Customer Service
Posted today
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Customer Services - 30k, permanent position, hybrid working (3 days in the office). Location, Dartford, Kent.
Responsibilities:
- To provide technical and systems support both the Customer Service team and UK Fleet Contracts as well as customer service. This will involve developing relationships with the team and customers across the board.
- Provide exceptional administration, systems and technical support to the customer service, dealing professionally, empathetically, and efficiently with all queries and complaints.
- To learn more about the products and better understand needs and requirements of installations and provide solutions.
- To provide highest level of admin and technical support to customers and the team
- Provide exceptional customer service in supporting key UK fleet contracts, dealing professionally, empathetically and efficiently with incoming telephone orders and queries.
- Accurate processing of orders in a timely manner, handling any special instructions as appropriate.
- Processing of customer returns.
- Support the field sales teams in providing quotes and documentation as required and arranging vehicle fittings.
Required experience:
- 3+ years proven customer services experience
- Business to Business (B2B) experience
- Strong systems capabilities
- Have an appetite to explore and understand Technical/product/electronic products and devices. Inquisitive for knowledge on this subject.
My client is a large and rapidly expanding Engineering company looking for a Customer Service expert.
If you are interested in the role, please 'APPLY' and submit your CV for immediate consideration.
Customer Service
Posted 14 days ago
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Job Description
Customer Service Opportunities – Support the NHS
Location: Rossendale (on-site)
Pay: £12.27 – £2.67 per hour | Double time on Bank Holidays
Contract: Temporary to Permanent
Are you passionate about helping others and making a real difference in your community?
We are working with a valued NHS partner in Rossendale who is looking for dedicated individuals with previous customer service experience to join their growing team.
These are on-site roles, offering structured shift patterns to suit different schedules. In return, you’ll be part of a fantastic organisation that truly values its people and works around family commitments where possible.
The RolesEmergency Call Handler
- p>Answering calls from members of the public
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Recording information accurately and efficiently
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Responding with the correct support and escalation
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Shifts available:
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5:00pm – 12:00am or 5:00pm – 11:00pm (4 on / 4 off rolling rota)
< li> -
12:30pm – 8:30pm (4 on / 4 off rolling rota)
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Equipment Line Support / Customer Service Advisor
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Speaking with prescribers and community care teams
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Identifying equipment issues and coordinating a fast response
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Arranging technicians to attend and resolve problems quickly
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Shifts available:
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8:00am – 5:00pm
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9:00am – 6:00pm
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10:00am – 7:00pm (fixed hours)
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- < i>
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Double time on Bank Holidays
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Varied and interesting work – no two days are the same
/li> -
Temporary to permanent opportunities
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Be part of a team that makes a difference every single day
£12.27 – £12.67 r hour
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Previous customer service experience (face-to-face or telephone-based)
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Strong communication and problem-solving skills
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Flexibility to work the shift patterns above
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Willingness to undergo a DBS check (certificate required)
If you have strong communication skills, enjoy problem-solving, and want to support your local community, we would love to hear from you.
To apply, please send your CV to (url removed) or call (phone number removed) for a confidential chat