Customer Adviser; Financial Services

Job Title:

Customer Adviser (Financial Services)

Salary: £24,500

Duration:
Permanent

Hours:

Full time – 4 days in office, 1 day from home

Location:

Near NEC, Solihull

We are looking for a Customer Adviser (Financial Services) to join a well-established business‑to‑business service provider operating within the UK financial services market. This is a technically focused role supporting financial advisers with Protection and GI queries, underwriting questions and firm registrations. You’ll be the go‑to expert on the Protection Helpdesk, combining strong technical understanding with first‑class service.

If you enjoy problem solving, building professional relationships and becoming that person everyone relies on, you’ll feel right at home.

• Act as the first point of contact for Protection & GI technical, underwriting and criteria queries
• Support new firm registrations, including liaising with product providers and tracking approvals
• Work closely with provider BDMs and Key Account Managers to keep technical knowledge current
• Manage registrations and licences for industry platforms (including monitoring usage where required)
• Analyse adviser usage and identify opportunities to increase Protection & GI business volumes
• Contribute ideas to marketing and promotional initiatives
• Support commission and fee reconciliation processes (training provided)
• Conduct welcome calls with new member firms and introduce Protection & GI services
• Identify firms with growth potential and refer opportunities to Business Development colleagues
• Review MI and reporting insights on helpdesk usage
• Support CPD platform access, licence approvals, and test resets
• Keep up to date with industry publications and market developments

• Strong relationship building and stakeholder management skills
• Ability to absorb technical information and explain it clearly to varied audiences
• Excellent written and verbal communication
• Confident, empathetic and professional approach
• Proven customer service or support experience
• General knowledge of the UK financial services market
• Willingness to study towards R01 and R05 (Protection) qualifications
• Openness to further relevant industry qualifications
• Professional, positive and proactive attitude
• Organised, efficient and commercially aware
• Comfortable taking ownership and working independently

For more information or to apply please send your CV or contact Morgan Parkes Recruitment.

Morgan Parkes Recruitment Ltd operates in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.