Customer Service Advisor – Financial Services – work from home potential!

Western Mortgage Services

How does it sound to earn £25,714.00 from day one with a rapid rise to £27,032.00 once you hit the required competencies?Do you want to work in a bustling & vibrant office environment, with FREE PARKING, access to local transport links, on-site canteen, restaurants & shops, plus a whole host more right on your doorstep?What’s more, we also have the opportunity to work from home if you prefer after your qualifying period! (usually around 4-6 months)If so, we want to hear from you!We’re looking for empathetic and supportive colleagues to join our existing team servicing a well-known high street banking client based at Tulketh Mill in Preston in May 2024!

Job title:

Customer Service Advisor – Financial Services – work from home potential!

Job Description:

What’s in it for you?

  • Be part of our rewarding pay progression scheme with a salary between £25,714.00, rising to £27,032.00
  • You will work 40 hours per week between 8am – 8pm, Monday – Friday on a fixed shift, this may include Saturdays between 8am – 5pm. No Sunday shifts currently. We will provide you with options at interview and we can GUARANTEE your first choice.
  • Option to work from home after completing your qualifying period – full equipment provided.
  • Modern & vibrant office, with free parking, great transport links, on site canteen, plus several retail & food stores on your door step if you wish to venture!
  • Internal career progression platform called INSPIRE, which helps many colleagues to develop into a multitude of roles available with a clear development plan from the outset
  • Access to exclusive discounts, benefits and cash back, for all Capita Employees and their families! Retail, cinema, shopping, something for everyone!
  • 23 days’ holiday (rising to 27) with the opportunity to buy extra leave.
  • We do work Bank Holidays but Christmas Day, Boxing Day and New Years Day are all non working days so, put your feet up! (If you are scheduled to work on a bank holiday, you will  receive time and a half and  a day in lieu to use at a later date).
  • Company matched pension, life assurance, a cycle2work scheme, 15 weeks’ fully paid maternity, adoption and shared parental leave, paternity pay of two weeks…and plenty more!
  • Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel, and technology
  • Access to our Employee Network Groups, which represent every strand of diversity and allow colleagues to connect and learn from each other on an open, inclusive platform

What you’ll be doing:

  • Understanding the customers financial situation, providing options and solutions to help our customers get back to financial health. Always ensuring fair outcomes, including for our vulnerable customers
  • Building rapport, empathising, and having meaningful conversations with our customers to deliver excellent customer service
  • Embracing learning, coaching and development to continuously improve your skills and capability
  • Sharing ideas to improve the customer service experience
  • Making a real difference to people’s lives
  • Dealing with some of our more vulnerable customers and their complex needs

What we’re looking for:

  • Comfortable speaking with customers over the phone and asking questions on to gain a full understanding of our customers circumstances
  • Have an excellent standard of both spoken and written English as you will be helping customers with complex financial needs
  • Making decisions considering the risk to the client and impact to the customer using guidance or advice where required
  • Navigating around our systems and ensuring all details entered are accurate – previous experience of using multiple CPU systems is essential
  • Ensuring all regulatory requirements are adhered to through training and compliance
  • This role would suit individuals who have experience of dealing with customers who have complex needs, who may have worked previously in a call centre environment, have first class communication skills and are able to complete work to a high standard. This is not an entry level role and some previous experience is essential – detailed below.
  • Do you tick any of the boxes of the below? If so, we want to hear from you!

Essential experience – we require a minimum of one of the below.

  • Strong experience in a call centre customer service role…OR
  • Proven experience in a clerical environment…OR
  • Robust experience in a health care environment dealing with vulnerable clients…
  • In addition we also need experience of using multiple computer systems. Although full system training will be provided, you need to be competent using a mouse and keyboard

Desirable experience…

  • Experience of working in a collections environment
  • Experience of working in Financial Services

What will happen next:

  • Your application will be reviewed by our global recruitment team
  • You will be invited to attend a video interview with a member of the recruitment team
  • If you are successful at the first interview stage, you will be invited to attend a second stage on site in Preston. We

You’ll get the chance to follow your chosen career path anywhere in Capita.

We’re an equal opportunity and Disability Confident employer, which means we recruit and develop people based on their merit and passion. We’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone. If you need the job description or application form in an alternative format (such as large print or audio), or if you’d like to discuss other changes or support you might need going forward, please email or call 07784 237318 and we’ll get back to you. For more information about equal opportunities and process adjustments, please visit the Capita Careers website. 




United Kingdom

Time Type:

Full time

Contract Type:


Set up job alerts and get notified about the new jobs

Similar Remote Jobs