Summary
We are looking for a highly organised and personable individual to join our growing team in a key Customer Care & Office Support role. This position offers a varied workload, combining customer interaction with operational support, and provides a strong foundation for progression within financial services.


About the Business
Established in 2010, we are a directly authorised financial services firm specialising in Lending, Protection and General Insurance. We operate with a strong panel of insurers and pride ourselves on delivering a high-quality, customer-focused advice service.
As the business continues to grow, we are investing in our operational and customer care functions to ensure we maintain the highest standards across every stage of the customer journey.


Role Overview
We are looking for a proactive and organised Customer Care & Office Support Executive to join our team. This is a varied role that sits at the heart of the business, supporting both customer outcomes and day-to-day office operations.
You will play a key role in ensuring processes run smoothly, documentation is handled accurately, and internal teams are supported effectively. This role would suit someone who takes pride in being reliable, detail-oriented and willing to go above and beyond.


Key Responsibilities
*Handling inbound calls, assisting with customer queries and directing calls where appropriate
*Making outbound calls to customers or third parties to support case progression and resolve queries
*Creating suitability letters in line with internal standards and regulatory requirements
*Managing and sorting inbound post, ensuring timely distribution
*Supporting internal teams with administrative and operational tasks
*Managing deliveries, stock checks and general office organisation


Skills & Experience Required
*Previous experience in an administrative, customer care or office-based role preferred
*Strong organisational skills with the ability to manage multiple tasks effectively
*Excellent attention to detail and accuracy
*Confident communicator with a personable and professional approach
*Proactive mindset with a willingness to support wider business needs
*Ability to work to deadlines and prioritise workload


Training & Development
*Full onboarding and role-specific training provided
*Ongoing support from management and wider team
*Opportunities to develop within a growing financial services business


Working Hours
Monday – Thursday: 09:30 – 18:00
Friday: 09:30 – 13:30


Benefits & Incentives
*22 days annual leave plus bank holidays
*Paid birthday off (after 12 months’ service)
*Monthly and quarterly team events
*Supportive team environment with clear progression opportunities


Why Join Us
This is an opportunity to join a growing, forward-thinking financial services business where your role will have a direct impact on both customer experience and internal efficiency. You’ll be part of a supportive team environment where reliability, attention to detail and a positive attitude are genuinely valued.