Client Service Representative

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do?

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research, due diligence, and more. We currently have £36bn Assets Under Management and are still growing.

What you’ll do

As a Client Servicing Representative, you will be responsible for offering and delivering exceptional client service to the Company's clients in a highly motivated, highly talented and highly versatile team. The Client Servicing team is responsible for handling all front-line telephone calls and email enquiries, and you will play an integral part of building the team to offer a great customer experience.

Key Accountabilities

  • Responsible for providing exceptional and high-quality service to all customers (advisers, clients and third parties) to meet the desired customers outcome
  • Responsible for owning and managing all work through to successful conclusion
  • Be a dedicated contact and manage relationships with all customers both internal and external
  • Ensure all company policy and procedures are adhered to in line with company and regulatory standards 100% of the time through risk alertness, adherence and diligence
  • Ensure all Key Performance Indicators (KPIs) are met or exceeded and maintained on a daily basis
  • Follow the principles of first touch resolution
  • Ensure continual development of your own personal development plan as well as actively seek new learning
  • Ensure commitment and productivity through a strong work ethic by meeting the appropriate outputs in the role on a daily basis All communication/ data requests and changes are managed within a controlled framework to ensure that the Company’s administration platform remains up to date with all customer communication and contact details.

Who you are and the experience we’re looking for


  • Experience of working within a call centre with exposure to all methods of customer contact to include first touch complaint handling. 
  • Exceptional accuracy and attention to detail.
  • Proven ability to work at pace in an environment of complexity and time-based pressure, retaining high levels of accuracy and control throughout.
  • A great team player who can work together with others to drive forward and achieve team goals.
  • Shows excellent attention to detail in particular in owning and controlling data and production of Management Information (MI)


  • Experience of working in a Financial Services regulated environment, ideally with exposure to SIPP administration.

Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.

You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

 Apply by the 9 March to join us on our journey.

Or, know someone who would be a perfect fit? Let them know!


BOLTON  ∙  View all open roles here ›

EDINBURGH  ∙  View all open roles here ›

DUNDEE  ∙  View all open roles here ›

LEEDS ∙  View all open roles here › 

LEICESTER  ∙  View all open roles here › 

LONDON  ∙  View all open roles here ›  

SALISBURY  ∙  View all open roles here ›  

SWINDON ∙  View all open roles here ›  

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