£19,000 - £23,000 plus £600 Monthly Bonus


We are currently recruiting on behalf of a rapidly growing company, expanding due to their continued growth plan. They are now looking for FINANCIAL/FCA/Regulated Customer Service Advisor

This is a fantastic opportunity for a Customer Service Advisor to work for an outstanding business in Macclesfield. The role provides a professional Customer Service approach by liaising with customers.

Main responsibilities:

  • Liaise with clients chasing financial documents and forms ensuring the customer acts quickly.
  • Take responsibility for processing orders with efficiency, ensuring all facts are obtained before a decision is made.
  • Chasing customer information.
  • Meeting service level agreements and Ensuring that a consistently high level of service is provided
  • Review completed claim forms from customers.
  • Answering customer telephone queries
  • Managing post, emails and photocopying administrative duties.
  • Entering data and updating personal details of customers and setting / updating reserves into bespoke
  • Ensure all administrative and audit procedures are complied with FCA system.
  • Working within a team.

Key Skills & Experience:

  • Previous Customer Service/ Sales experience of working with a Financial Services, Pension, Savings, investments, Mortgages, Insurance, Mobile Phones, Quality SME or sales for a corporate Company
  • Ensuring compliance with the requirements of the Company, the FCA and other regulatory organisations
  • Must be an experienced driven person
  • Must have Customer service experience
  • Effective communication skills both written

The suitable candidate must have previous Banking, Pension, Savings, Insurance, Claims, Financial, Loans, Pension, Credit Card, Customer Service in a Financial Services with a background ideally in discussing Finance products to customers.

Required skills

  • Banking
  • Loans
  • Mortgage
  • Financial
  • customer service

Reference: 34633130

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