New Business Support / Customer Service - Financial Services

Expiring today

Bristol, England
26 Sep 2016
24 Oct 2016
Alanna Doyle
Contract Type
Full Time

Job Title: New Business Support

Salary: Competitive

Location: Bristol (BS1)

Job Type: Full Time, Permanent

Start Date: ASAP

Our Client:

Our Client has been helping clients make more of their pensions and investments for over 30 years. They are one of the most innovative, respected and fastest growing companies in the UK. A constituent of the FTSE100, their success is based on a deep understanding of their clients' needs, a keen entrepreneurial edge and fierce determination to be the best in their market. They have two entry level positions available within their New Business Team, providing a superb opportunity to learn about our Client's Company and the wider financial services industry.

Joining one of the most progressive teams within the Company, you will become part of the business area responsible for investing clients' money and assets within their flagship Vantage Service.

Your responsibilities will vary depending on business volumes, but will typically include a range of administrative functions. They are looking for people with top-notch administrative and/or customer service skills, no previous financial services experience is required. You must have a fantastic eye for detail, a can-do attitude, feel confident when communicating with colleagues and clients and take pride in your work.


Your responsibilities will vary depending on business volumes, but will typically include a range of administrative functions; checking applications, data entry, liaising with clients and third parties via telephone and email and speaking to many other teams across the wider New Business department.



  • A Levels or equivalent
  • Maths & English GCSE Grade C and above
  • A Levels at Grade B and above (desirable)


  • Willing to learn new skills
  • Some financial services knowledge would be advantageous (desirable)


  • Customer Service (desirable)


  • Computer literate with basic Office skills
  • Can communicate effectively with colleagues and clients
  • Team player
  • Can identify problems and suggest solutions (desirable)


  • Great attention to detail
  • Organised
  • Takes pride in their work
  • Flexible
  • Willing to learn new skills
  • Prepared to go the extra mile (desirable)

Please click the APPLY button to send your CV for this role.

Candidates with the experience or relevant job titles of; New Business Support, Business Support Admin, Customer Service Support, Business Support, New Business Admin, Financial Services Administrator, Financial Services Support, Customer Service Advisor, Client Support, Customer Service Admin, Sales Support will also be considered for this role.

Apply for New Business Support / Customer Service - Financial Services

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