Call Centre / Customer Service

Customer Support Advisor

Not Specified

Customer Support Adviser required by our established client who is based on the outskirts of Exeter with easy access to the M5. This position is working with the New Business Team and will be responsible for handling all new applications and dealing with regular incoming calls from clients and Independent Financial Advisers across the UK. This is a key role to the team and you will be responsible for delivering a first-class customer experience and an efficient service, along with ensuring a rapport is built with clients and accurate information is provided with confidence.


* Deal with incoming phone calls and emails from customers and Financial Advisors

* Respond to queries, and input numerical data into their internal systems

* Gain a clear understanding of customer requirements and expectations in order to recommend products and solutions

* Maintain knowledge of the company’s procedures in order to supply customers with appropriate information


* Ideally you will have worked within the financial services or insurance sector, however, this isn’t essential

* Computer literature and familiar with Microsoft office, including Outlook, Word and Excel

* Can demonstrate excellent results within a customer service environment

* A confident person who can express themselves clearly when dealing with independent financial advisers

* The ability to be able to multi-task whilst ensuring your quality of work is maintained to a high standard

* The ability to absorb and retain information about their products, procedures and systems

The successful candidate will have previous experience of working in a customer service environment and can demonstrate a confidence at dealing with people at all levels. In return, our client offers a comprehensive benefits package, which includes 24 days holiday (plus bank holidays), annual bonus scheme, onsite parking and cycle racks available.

Please note that due to the volume of applications that we deal with, if you haven’t received a response within 3 days of your application, then unfortunately on this occasion you won’t have been successful.

Keywords: Customer Service Advisor Exeter, Client Adviser Exeter, Customer Service Support Exeter, New Business Advisor Exeter, Client Service Adviser Exeter, Customer Service Administrator, Financial Service Support Exeter, Insurance Adviser Exeter, financial services, insurance industry

If you have the skills and experience stated, please apply NOW!

Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us

Employment Type Permanent

Advertiser Type Agency