45,838 Banking Advisor jobs in the United Kingdom

Customer Service Advisor - Banking

£23500 - £25000 Annually Headway Recruitment

Posted 17 days ago

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Job Description

contract
Customer Service Advisor - Banking - FTC until 31st March (with potential to go permanent)

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.
About You
 
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.
Desirable but not essential:
  • Previous banking or financial services experience.
  • Knowledge or experience within mortgages.
Benefits
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)
Ready to take the next step in your banking career? Apply today to secure your place with a respected national organisation and be part of a team where you can make a real difference to customers every day.
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Customer Service Advisor - Banking

NE3 4PL Newcastle upon Tyne, North East CIIH Ltd T/A Headway Recruitment

Posted today

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Job Description

contract
Customer Service Advisor - Banking - FTC until 31st March (with potential to go permanent)

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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Senior Operations Specialist (Financial Advice)

London, London Nova Wealth

Posted 4 days ago

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Job Description

Permanent

About NOVA

NOVA is a Fintech start-up that is disrupting the financial advice market. 

We're on a mission to transform the way wealth management and financial advice are provided to clients across the UK. We are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that we can reduce our fees and open up advice to a broader audience. Using our own Lifeline technology, we are helping our clients make smarter financial decisions.

The Role

We have an exciting opportunity to join the team as a Senior Operations Specialist. 

You may already work in an administration role and are looking to take the next step to develop your skills, or perhaps you are a Paraplanner looking for an operational role where you can apply your technical knowledge. 

As a Senior Operations Specialist, you’ll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create our exceptional customer experience. 

As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We’ll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career.

It’s an unusually broad role that will suit someone who loves learning. It’s a fantastic opportunity to join a business at the start, and play a key role in shaping our future.

Responsibilities

  • Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
  • ‘Seeing around corners’ - anticipating customer & business needs or risks 
  • Untangle complex operational problems and come up with practical solutions
  • Driving the team to consistently achieve its daily, weekly & monthly targets
  • Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
  • Act as a trusted point of contact for questions relating to operational processes
  • Future potential for team leadership
  • Ensuring we are compliant with key regulatory requirements
  • Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration 

Requirements

  • 4+ years of work experience - either financial services or demonstrable transferable skills from a similar industry
  • Complete the CII Certificate in Financial Services within 6 months of joining (if you haven’t already)
  • A genuine interest in personal finance and motivated to build your knowledge in the fintech space
  • A great communicator, able to be patient and empathise with customers and colleagues
  • Able to balance professionalism with a sense of fun
  • Ability to not just complete tasks but think about how to make them easier and faster
  • A quick learner who uses their initiative to solve problems - loves a challenge
  • Have strong organisational and time management skills; whilst maintaining attention to detail 
  • Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences

You’ll feel right at home if you’re.

  • Helpful: we like people who behave like it is always day one and who remember that without customers, there is no business.
  • Straightforward: life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.
  • Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself

Benefits

  • Salary & benefits (private medical, income protection, death in service)
  • Exam support (we’ll pay for your exams towards the CII certificate and give you a day of study leave for each exam you sit)
  • Exceptionally open and diverse, multinational team
  • Entrepreneurial, creative environment
  • Flexible working with snazzy central London office (20 Farringdon Street)

Diversity & inclusion

At NOVA, values including diversity, inclusion and morality are at the very core of our foundation. We aim to create an environment that accepts each employee's authenticity and celebrates difference. Through our progressive spirit, we empower our employees to express their individuality, allowing each person to feel comfortable bringing 100% of themselves to work. Our commitment to diversity and inclusion runs much deeper than statistics and filling diversity targets but rather changing the face of diversity in Fintech as a whole. 

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Graduate/Entry Level Operations Specialist (Financial Advice)

London, London £30000 annum Nova Wealth

Posted 4 days ago

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Job Description

Permanent

About NOVA:

NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.

At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.

About the role:

We have an exciting opportunity to join the team as an Graduate Operations Specialist. You will be responsible for supporting all aspects of day-to-day operations in the business from onboarding clients to developing and implementing new, more efficient processes. You will need to be proactive and be interested in learning about all aspects of personal finance and how a business operates.

This role will allow you to to kickstart your career in financial planning and you’ll be supported in achieving the CII diploma (Chartered Insurance Institute). This will require dedication from you and a significant amount of self-study.

It’s an unusually broad role that will suit someone who loves learning. It’s a fantastic opportunity to join a business at the start, and play a key role in shaping our future.

What you’ll be doing:

  • Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
  • Owning operational processes; constantly looking to innovate and improve 
  • Act as a point of contact for questions relating to operational processes 
  • Maintaining information across multiple systems
  • Learning key regulatory requirements and maintaining our compliance
  • Become a culture ambassador within the company by engaging with colleagues and coming up with new ideas for collaboration

The successful applicant will be eager to pursue the CII Diploma in Regulated Financial Planning, a pathway to proficiency in offering regulated financial advice. This Level 4 diploma covers investment principles, taxation, retirement planning, and protection products, providing essential skills and knowledge for success in the field.

Requirements

  • A genuine interest in personal finance and motivation to build your knowledge in the fintech space
  • A great communicator, able to be patient and empathise with customers and colleagues
  • Able to balance professionalism with a sense of fun
  • Ability to not just complete tasks but think about how to make them easier and faster
  • A quick learner who uses their initiative to solve problems - loves a challenge
  • Have strong organisational and time management skills; whilst maintaining attention to detail 
  • Highly motivated with a keen eye for detail - Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences

We regret to inform you that NOVA cannot provide sponsorship for students from abroad. Therefore, if you do not have full entitlement to work in the UK, we kindly ask that you refrain from applying for this position. Thank you for your understanding.

You’ll feel right at home if you’re…

  • Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
  • Straightforward: life is complicated enough. Don’t make it harder for yourself, or others. Sometimes the simplest approach works wonders.
  • Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself

All applicants are asked to submit a brief cover letter explaining their enthusiasm for pursuing a career in wealth management. Additionally, applicants are encouraged to share any relevant experiences or skills that demonstrate their suitability for the role.

Benefits

  • Join a firm with genuine purpose and impact on our customers, along with a strong moral code
  • Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
  • Potential to get equity in the company in the future
  • Access to Wellness / mental health support (Headspace App + mental health support through private medical)
  • Budget for additional learning / cost of exams
  • Electric vehicle leasing through salary sacrifice / cycle to work scheme
  • Flexible working hours and hybrid remote working after a period of full time office based training (typically 3 days a week working in the  office (20 Farringdon Street))
  • Exceptionally open and diverse, multinational team
  • Entrepreneurial, creative environment
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Banking Customer Service Advisor London IN OFFICE 5days/w £200d

London, London £200 Daily Adecco

Posted 2 days ago

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Job Description

contract

Financial Services / Retail Banking Customer Service Advisor | London (5 days per week in the office) | 200/day (inside IR35) | 8 month initial contract

Our client is looking for an experienced Customer Service Advisor with a background in Banks / Insurance / Financial Services for an 8 month contract. You'd be working from their office in Central London 5 days per week. The role is paying 200/day (inside of IR35 - so you'd be working via an Umbrella company). You'll need excellent Customer Service skills, an empathetic ear, and solid written and spoken English.

Your Key Skills & Experience:

  • Customer Service
  • Banking or Financial Services
  • Great Communication skills
  • 5 days per week in the office

City based 5 days per week in the office

8 month initial contract length

200/day inside IR35 - so you'll be working via an Umbrella company

If this role sounds of interest, please do send me your CV to start a conversation.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)

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Banking Customer Service Advisor London IN OFFICE 5days/w £200d

Adecco

Posted today

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Job Description

contract

Financial Services / Retail Banking Customer Service Advisor | London (5 days per week in the office) | 200/day (inside IR35) | 8 month initial contract

Our client is looking for an experienced Customer Service Advisor with a background in Banks / Insurance / Financial Services for an 8 month contract. You'd be working from their office in Central London 5 days per week. The role is paying 200/day (inside of IR35 - so you'd be working via an Umbrella company). You'll need excellent Customer Service skills, an empathetic ear, and solid written and spoken English.

Your Key Skills & Experience:

  • Customer Service
  • Banking or Financial Services
  • Great Communication skills
  • 5 days per week in the office

City based 5 days per week in the office

8 month initial contract length

200/day inside IR35 - so you'll be working via an Umbrella company

If this role sounds of interest, please do send me your CV to start a conversation.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)

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Customer Service Team Leader - Financial Services

EH1 1AA Edinburgh, Scotland £28000 Annually WhatJobs

Posted 3 days ago

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Job Description

full-time
Our client, a leading provider of financial services, is seeking an experienced and motivated Customer Service Team Leader to guide their team in Edinburgh, Scotland, UK . This hybrid role offers a blend of in-office and remote work, providing flexibility while fostering team collaboration. You will be responsible for supervising a team of customer service representatives, ensuring they provide exceptional support to clients across a range of financial products and services. Your leadership will be crucial in driving team performance, maintaining high service standards, and resolving complex customer issues effectively. This role requires excellent communication skills, a strong understanding of customer service principles, and the ability to motivate and develop a team.

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.
Qualifications:
  • 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.
This is an excellent opportunity for a driven individual to develop their leadership skills and make a significant contribution to a reputable financial services company.
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Customer Service

Antrim, Northern Ireland £13 - £31 Hourly Blue Arrow

Posted 2 days ago

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Job Description

temporary

BT Customer Service Advisor
Location: Belfast
Pay Rates: 13.42 to 31.27 per hour, depending on working hours.
Hours: Full Time 37.5
Shift Pattern Options:

Option 1: 4 Week working rota of 2x weeks of earlies with shifts falling between 06:00 to 17:00 and 2x weeks of late shifts falling between 12:00 to 23:00. Rest days will very over the weeks, but some rest days will be fixed and fall on a weekend.

Option2: 4 Week working rota of 2x weeks of earlies with shifts falling between 08:00 to 19:00 and 2x weeks of late shifts falling between 12:00 to 23:00. Rest days will very over the weeks, but some rest days will be fixed and fall on a weekend.

Training will be full-time, and hours will fall between days and evenings.

Please note: No holiday/day off requests will be approved during the first 6 weeks of start date (100% attendance required for training period

Contract: Temporary to Permanent opportunities
Start Date: 13/10/2025.

Join the UK's biggest telecoms provider, who are specialists in providing Industry leading expertise backed by innovative technology and who provide comprehensive training.

The calls we receive come out of the most extraordinary circumstances, so we've built a team to match. Our people have been specially selected and trained, and we think they are the most knowledgeable and skilled Customer Service Representatives in the industry.

This is a Safety Critical role and you'll be the first contact for anyone calling 999, this will include calls for the Police, Ambulance, Fire Rescue, Coast Guard, Mountain Rescue. BT have been trusted to handle 999 calls for over 85 years. That experience means we're capable of remaining calm, confident and provide a reliable service in the most high-pressure situations. All Contact Centre Advisors are UK based to provide a reliable service no matter what. They're all powered by BT's trusted technology too.

As a Customer Service Advisor your role is to quickly gain an understanding of the nature of the call and direct them to the most appropriate emergency services. This is not your everyday call handler role, as you will be supporting individuals in their most critical time of need, as you balance challenging and emotional situations. Your average call will last between 30 -60 seconds and you will follow structured process while communicating to the caller in a clear and calm manner. If you are the type of person who has a genuine desire to help people and make a difference, then this role is ultimately very rewarding.

As a 999 Call Handler you will demonstrate:
* Successful Communication and Active Listening skills
* Critical thinking whilst working under pressure, to empathetically support others
* A caring nature to support individuals in their most critical time of need
* Emotional Intelligence and Heightened Self & Social Awareness
* Good standards of literacy and IT skills with a diligent nature

Comprehensive training will be provided along with ongoing support from trainers, your team leaders, and your colleagues.

As part of the BT Voice Services community, you will also have the opportunity to be multi-skilled into several areas, as BT are not just there for emergencies. BT apply their knowledge, skills and technology to a whole range of high volume, inbound call handling scenarios - from Rapid Response, Relay UK services and Directory Enquires.

Rewards & Benefits:
* Attractive pay rates,
* Overtime opportunities
* Career progression
* Full paid training
* Instant access to Blue Arrow training portal
* Auto enrolment in pension scheme
* 28 days paid holiday
All applications will be subject to pre-employment and referencing checks, inclusive of DBS.

So, if you're looking for a Call Centre role where you'll go home after every shift knowing that you've made a difference, then apply with us today!

Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.

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Customer Service

Durham, North East £12 Hourly Manpower UK Ltd

Posted 2 days ago

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Job Description

temporary

Working Monday - Friday 09.00 - 17.00

  • To support the ongoing maintenance and enhancement of the customer portal by managing data entry, updating documentation, refining communication scripts, and conducting outbound customer calls to ensure accurate information and a high standard of service delivery.
  • Customer Portal Updates

    • Review and update content within the customer portal.
    • Ensure accuracy and consistency of customer-facing information.
    • Flag and correct any data discrepancies or outdated content.
  • Document & Data Handling

    • Support with uploading, organising, and maintaining customer documents.
    • Perform accurate data entry and validation tasks.
    • Maintain confidentiality and data protection standards at all times.
  • Customer Communication

    • Make outbound calls to customers to verify information, follow up on queries, or provide updates.
    • Log call outcomes and update customer records accordingly.
    • Handle customer interactions professionally.


    • Skills & Experience Required:

      • Strong attention to detail and accuracy in data entry.
      • Excellent verbal and written communication skills.
      • Comfortable making outbound calls and handling customer queries.
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Customer Service

Hertfordshire, Eastern £28000 Annually Berry Recruitment

Posted 4 days ago

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Job Description

permanent

Our client is looking for for a Client Co ordinator who has strong computer abilities and can multitask.

Your day to day duties include taking inbound calls, or reacting to emails, assigning engineers to call out for maintenance type issues. You will be expected to assign the right type of engineer depending on the issue and be comfortable with UK geography.

You will be IT literate, be friendly, be able to make decision and take ownership of any issues, as well as have exceptional customer service and admin skills. You will have an eye for detail and possess a proven ability to work under pressure.

Hours are Monday to Friday 8.30am to 5.30pm with an hour for lunch.

The company offer a salary of up to 28000pa and offer a number of social engagements including drinks, pizza and quiz afternoon/nights. There is also the added bonus of free car parking and 21days holiday with 8 bank holidays.

This advertiser has chosen not to accept applicants from your region.
 

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