Contact Centre

Client Service Executive

Location: Other
Posted: 02/06/2023

Salary: £22,000 - £24,000 p/a
Job Type: Permanent

Bath – Hybrid (2 days work from home) Monday – Friday 37.5 hours per week £22,000 - £24,000 p/a – depending on experience Are you ...Read more


  • Bath – Hybrid (2 days work from home)
  • Monday – Friday 37.5 hours per week
  • £22,000 - £24,000 p/a – depending on experience

Are you looking to join a fantastic company who will support your career growth?

Are you a self-motivated individual with experience in financial services?

Our client is a successful wealth management company based in the heart of Bath, and we’re excited to be recruiting for a Client Services Executive to join their friendly customer service team!

You will be supporting clients with a range of queries and requests as well as completing all related administrative duties. In return, you will receive a competitive salary with excellent benefits including a discretionary bonus scheme, income protection scheme, contributory pension, ongoing career development plans, and regular social events (just to name a few).

Duties will include:

  • Acting as first point of contact for clients and assisting with their queries
  • Providing general administration support
  • Accurately inputting and updating client details
  • Ensuring all policies and regulations are adhered to
  • Processing external queries received via telephone, email, and post
  • Working with the team to ensure all tasks are completed within set SLAs
  • Ensuring high standards of service are provided to meet client expectations

Required skills and experience:

  • Previous experience in a similar financial services role
  • Experience with Wrap platforms and Self Invested Personal Pensions is desirable
  • Excellent written and verbal communication skills
  • Strong IT and data processing skills

If this role is of interest to you, please apply today!

Contact Centre

Senior Client Service Executive

Location: Other
Posted: 02/06/2023

Salary: £24,000 - £30,000 p/a
Job Type: Permanent

Bath – Hybrid (2 days work from home) Monday – Friday 37.5 hours per week £24,000 - £30,000 p/a – depending on experience Are you ...Read more


  • Bath – Hybrid (2 days work from home)
  • Monday – Friday 37.5 hours per week
  • £24,000 - £30,000 p/a – depending on experience

Are you a self-motivated individual with experience in financial services?

Our client is a successful wealth management company based in the heart of Bath, and we’re excited to be recruiting for a Senior Client Services Executive to join their friendly customer service team!

You will be supporting clients with a range of complex queries and requests as well as completing all related administrative duties. In return, you will receive a competitive salary with excellent benefits including a discretionary bonus scheme, income protection scheme, contributory pension, ongoing career development plans, and regular social events (just to name a few).

Duties will include:

  • Acting as first point of contact for clients and assisting with their queries
  • Providing high standards of administrative support
  • Accurately inputting and updating client details
  • Ensuring all FCA regulations are adhered to
  • Raising any areas for concern with management
  • Processing external queries received via telephone, email, and post
  • Working with the team to ensure all tasks are completed within set SLAs
  • Managing risk by informing management of any incidents, ‘near misses’ or exposures to company risk profile

Required skills and experience:

  • Experience with Wrap platforms and Self Invested Personal Pensions is essential
  • Previous experience in a similar financial services role is required
  • Excellent written and verbal communication skills
  • Strong IT and data processing skills

If this role is of interest to you, please apply today!

Contact Centre

Customer Service Advisor

Location: North Bristol
Posted: 02/06/2023

Salary: £29,000 p/a
Job Type: Permanent

Start Date: 31st July Do you want to work for one of Bristol’s premier customer service employers? Do you love working with custom...Read more


Start Date: 31st July

Do you want to work for one of Bristol’s premier customer service employers?

Do you love working with customers?

Our client, a market leader in their field, is looking for Customer Service Advisors to join their friendly and buzzing contact centre team. You will receive all the training needed and will have the best support going from your manager to deal with a variety of business partners as well as customer queries via several channels – telephone, email, live chat and WhatsApp.

The Package

As a Customer Service Advisor, you will enjoy:

  • A fantastic basic salary
  • 27 days holiday in addition to bank holidays
  • 15% non-contributory pension
  • Private healthcare and life assurance
  • Full training and ongoing support
  • Career development and progression opportunities
  • Voluntary benefits such as gym membership, travel insurance and health checks

The Job

As a Customer Service Advisor, you will be:

  • Responding in a friendly, supportive, helpful and timely manner to all business partners and customers
  • Providing accurate, relevant and useful information regarding all aspects of the company scheme and application process
  • Ensuring the complete and effective resolution of immediate queries or concerns at the first point of contact
  • Pro-actively taking ownership of any concerns to deliver the appropriate solution, and making recommendations to improve their performance
  • Maintaining the inhouse database and chasing missing information and effectively liaising with internal and external departments

The Person

Due to the nature of this Customer Service Advisor role, strong customer service experience is required. This can be within any industry – retail, hospitality, contact centre – it really doesn’t matter as long as you demonstrate excellent communication, problem-solving and decision-making skills, along with bags of empathy.

Your hours will be Monday to Friday shifts between 8.00 a.m. – 7.00 p.m. and 1 in 4 Saturday 9.00 a.m. to 5.00 p.m. (37 hours) and will include Bank Holidays.

After 3-months of office-based training (which has onsite parking and is easily accessible on public transport), you will have the flexibility to work from home up to 60% of the week (and will be provided with a financial ‘comfort’ package to ensure you have all the equipment you need).

We have start dates throughout the rest of the year, so please get in contact now if you would like to know more!

Contact Centre

Dispatcher

Location: Other
Posted: 02/06/2023

Salary: £30,953 p/a
Job Type: Permanent

Have you ever thought about working for the emergency services? Would you love to work in a role knowing you are truly making a di...Read more


Have you ever thought about working for the emergency services?

Would you love to work in a role knowing you are truly making a difference to people’s lives?

We are proud to be working with the Police who are looking for people-focused and resilient individuals to join their award-winning team at their Headquarters in Portishead. They are looking for Dispatchers to work in their Emergency Control Room and play a hugely important role focused on coordinating and dispatching mobile Police Officers to emergency and non-emergency situations.

Hours and Shifts

As a Dispatcher, you will have the choice of working the following shifts;

  • Either 6 on 4 off working 2 earlies (7.00 a.m. – 5.00 p.m.), 2 lates (1.00 p.m. – 11.00 p.m.), and 2 nights (7.00 a.m. – 11.00 p.m.)
  • Or 4 on 4 off working 2 days (7.00 a.m. – 7.00 p.m.) and 2 nights (7.00 p.m. – 7.00 a.m.)
  • Part-time hours can also be accommodated to include full shifts as detailed above, although you will need to be able to commit to 10 weeks’ full-time training

Salary and Benefits

In return for the amazing work you will do as a Dispatcher, you will receive great benefits, including;

  • Annual salary of £30,953 including shift enhancements
  • Opportunities for career development and progression
  • Onsite gym membership
  • 24 days annual leave
  • Free parking
  • Uniform
  • Blue Light Card giving you thousands of amazing discounts online and on the high street including holidays, cars, days out, fashion, gifts, insurance, phones, and many more!

Duties and Responsibilities

Your daily duties and responsibilities as a Dispatcher will include;

1. Working closely with 999 and 101 Call Handlers responding to emergency and non-emergency situations

2. Assessing the calls received and then advising, directing, and deploying Police teams

3. Deciding how to respond and guiding Police teams attending the incident

4. Using multiple systems, maps, and tracking technology to ensure quick and efficient response times

5. You will also take 999 calls as part of your role, acting as the first point of contact for members of the public and providing immediate support, reassurance, and advice

Due to the nature of this role, you will need to able to demonstrate that you can multi-task, have a high degree of accuracy, and stay calm in high-pressured situations. You will need to be a great communicator, a real team player, and an empathetic problem-solver.

Start Date and Training

The start date is 14th August and classroom training will run for 7-weeks (office hours) until 28th September in Bridgwater (your travel expenses will be covered). You will then move onto your shift pattern (which you will know 12-months ahead) and complete a further 3-weeks on-the-job training.

Please note, no holiday can be taken during training and you will need your own transport.

If you feel that this type of role is your calling, and you’re excited about the opportunity to change and save lives, then please apply today!

Finance

Management Accountant

Location: Central Bristol
Posted: 26/05/2023

Salary: £35,000 - £42,000 p/a
Job Type: Permanent

Working for a National Construction and Property Maintenance company based in the heart of Bristol, this role forms part of the ma...Read more


Working for a National Construction and Property Maintenance company based in the heart of Bristol, this role forms part of the management structure of a busy finance team. With ambitious growth plans and structured change scheduled over the next twelve months, a key position has been identified for an experienced Management Accountant / Accounts Manager, to join the business.

The role offers variety and career development as the duties and responsibilities will evolve alongside the business’ plans to grow.

Ideally, you’ll be CIMA / ACCA / ACA qualified or part-qualified and have experience of working with Sage (200 is beneficial, Sage 50 is essential).

Responsibilities

  • Reconciliation of balance sheet accounts on a monthly basis
  • Accruals and prepayments
  • Preparation of management accounts to trial balance
  • Completion of quarterly VAT returns
  • Purchase ledger reconciliations
  • Supplier payment processing and reporting
  • Raising sales invoices
  • Completion of bank reconciliations

Skills and Experience

  • Previous experience of working within a fast paced and relatively high-volume accounts department
  • Supervisory / management experience
  • Good working knowledge of Excel and prior experience of working with any of the Sage software packages
  • Adaptability – the constantly changing environment as the company grows means that new systems will be implemented
  • Problem solving skills and a solution focused mindset

Any experience within the construction industry would be beneficial but is not essential

The company offer a strong salary package plus study support and contributory pension scheme and free parking. Please do get in contact with us today for an initial discussion about this opportunity.

Business Services

Customer Service Administrator

Location: Other
Posted: 26/05/2023

Salary: £21,680 p/a
Job Type: Permanent

£21,680 p/a + excellent benefits Permanent Hybrid – 3 days at home and 2 days in the office (all office equipment supplied) We are...Read more


  • £21,680 p/a + excellent benefits
  • Permanent
  • Hybrid – 3 days at home and 2 days in the office (all office equipment supplied)

We are excited to be recruiting for an award-winning company based in the heart of Bath who are currently looking for a Customer Service Administrator to join their friendly team.

The desired individual will be excited by the thought of career progression in a professional office setting, have a very keen eye for detail and will want to work in a fun and engaging team.

As Customer Service Administrator you will receive full training, therefore no experience is required. You will have a passion to want to work within financial services with knowledge of the Microsoft package.

Benefits to include:

  • A competitive salary and up to 15% discretionary bonus each year
  • Hybrid working
  • 25 days holiday entitlement plus bank holidays, with the option to purchase or sell up to 5 additional days per year
  • Private Medical Insurance for you and your immediate family
  • Supported and encouraged Professional Development such as vocational training
  • Access to a range of schemes - from Cycle to Work to Income protection
  • Interest free season ticket loans for travel costs
  • Various corporate gym membership rates
  • Internal progression

Daily duties to include:

  • Process high volumes of written instructions received
  • Deal with any queries and requests from Financial Adviser firms, and occasionally, their clients
  • Be responsible for accurately processing new investments and helping out with other various administrative aspects

If the above feels like the next challenge that you are looking for, please apply today!

Contact Centre

Customer Service Executive

Location: Other
Posted: 26/05/2023

Salary: £22,500 p/a
Job Type: Permanent

Permanent £22,500 p/a Bath City Centre – Hybrid working 3 days at home 2 days in the office We are excited to be recruiting for an...Read more


  • Permanent
  • £22,500 p/a
  • Bath City Centre – Hybrid working 3 days at home 2 days in the office

We are excited to be recruiting for an award-winning company based in the heart of Bath who are currently looking for a Client Services Executive to join their friendly team.

The desired individual will be excited by the thought of career progression in a professional office setting, have a very keen eye for detail and will want to work in a fun and engaging team

As Client Services Executive you will receive full training, therefore no experience is required. You will have a passion to want to work within financial services with exemplary customer service skills – (this does not need to be from an office/financial services setting)

Some of the exciting benefits are:

  • A great starting salary and up to 15% discretionary bonus each year
  • Monday to Friday shifts, office hours
  • Group contributory pension scheme
  • Cycle to Work scheme
  • Supported and encouraged Professional Development such as vocational training, Hack days, conferences, meet-up events plus regular social events
  • Private Medical scheme
  • Income protection scheme
  • Employee Assistance Programme (EAP)
  • Internal mentoring scheme
  • Interest free season ticket loans for travel costs and corporate gym membership rates.
  • 25 days holiday and the option to buy up to 5 days more a year
  • Annual events, activities and social/sports groups
  • A tailored career development plan to support your career goals

Day to day duties to include:

  • Continually focus on delivery of excellent customer service
  • Own and manage relationships with Financial Advisors and Clients
  • Investigate and resolve complex queries/issues, ensuring ownership through to completion
  • Assist with issues on any potential cases by obtaining outstanding information

If you can provide excellent customer service, have the ability to work well under pressure and are looking to further your career within customer service, please apply today

Business Services

Associate Personal Estate Manager

Posted: 26/05/2023

Salary: £30,000 - £36,000 p/a
Job Type: Permanent

£30,000 – £36,000 p/a DOE Remote Permanent Do you have previous end-to-end estate administration experience? Our client is a well-...Read more


  • £30,000 – £36,000 p/a DOE
  • Remote
  • Permanent

Do you have previous end-to-end estate administration experience?

Our client is a well-respected provider of probate and estate administration services, and we are pleased to be recruiting for an Associate Personal Estate Manager to join their team!

You will be managing approximately 45-60 estates at any one time, ensuring the estate administration process is as smooth and easy as possible for clients going through a bereavement.

Key responsibilities include:

  • Proving appropriate levels of contact, support, and advice to clients
  • Taking ownership and responsibility for all personal estates
  • Effectively managing and progressing a caseload of estates
  • Reviewing any complaints and working with the client on a satisfactory resolution
  • Coaching and mentoring junior colleagues including checking and signing off work
  • Working with management to carry out training plans for staff members
  • Handling inbound emails and telephone calls from customers and business partners
  • Identifying ways to improve customer service delivery

Skills and experience required:

  • At least 3 years’ end-to-end estate administration experience
  • Experience of taxable estates
  • Ability to achieve set targets for client satisfaction and case progression
  • Strong IT literacy and communication skills
  • Ability to work collaboratively and lead by example

If you have experience in a similar role and are looking for a new challenge, apply today!

Business Services

Trainee Case Manager

Location: Central Bristol
Posted: 26/05/2023

Salary: £22,000 p/a
Job Type: Permanent

Bristol City Centre - work one day from home after 6-month probation £22,000 p/a Permanent Are you looking to start a career in a ...Read more


  • Bristol City Centre - work one day from home after 6-month probation
  • £22,000 p/a
  • Permanent

Are you looking to start a career in a legal profession?

Do you pride yourself on your organisational and time management skills?

Our client is a well-respected provider of probate and estate administration services supporting clients who have gone through a bereavement, and we are pleased to be recruiting for a Trainee Case Manager to join their team!

As a Trainee, you will be provided with ongoing training to develop the skills and experience required to excel as a Case Manager.

Key duties include:

  • Managing your own caseload and completing all client updates in line with company standards
  • Conducting initial calls to business partners to establish a communication plan
  • Undertaking technical tasks as needed, ensuring that details and accurate records are maintained
  • Producing accurate reports for each case
  • Managing budgets for each case
  • Undertaking general enquiry, administrative, and case support work
  • Providing guidance and support to business partners

Required skills and experience:

  • No work experience necessary although this role would suit a graduate/school leaver looking for their first opportunity in a legal profession
  • Excellent organisational, time management, and communication skills
  • A passion for customer service delivery
  • Self-motivated and proactive approach to duties

If this sounds like the role for you, apply today!

Contact Centre

Team Leader

Location: Central Bristol
Posted: 26/05/2023

Salary: £30,000 p/a
Job Type: Permanent

Bristol City Centre – office based with 1-2 days work from home after probation Office hours Monday – Friday Do you have previous ...Read more


  • Bristol City Centre – office based with 1-2 days work from home after probation
  • Office hours Monday – Friday

Do you have previous experience as a team leader / manager?

Our client, a market leader in their field, is recruiting for a Team Leader to manage a small administration team.

While people management experience is essential, this doesn’t have to be within an office environment (strong retail team leaders / managers will be considered)!

You will be responsible for delegating daily workloads for the team, managing staff one-to-ones and ongoing personal development, driving efficiencies across the team, and identifying process changes and improvements where needed.

If you’re a natural leader looking to further your management experience and are interested in getting further details, then please apply today or contact us for a confidential chat.

Contact Centre

Customer Service Advisor

Location: East Bristol
Posted: 26/05/2023

Salary: £22,000 - £23,000 p/a
Job Type: Permanent

Emersons Green Do you excel in treating customers fairly and putting them at the forefront of everything you do? Our client is loo...Read more


Emersons Green

Do you excel in treating customers fairly and putting them at the forefront of everything you do?

Our client is looking to recruit several new Customer Service Advisors as their department grows due to ongoing success. Our client prides themselves on offering tailored solutions to meet their individual customer’s needs, working with that customer to reach a common goal.

In return for this Customer Service Advisor position, our client is offering a competitive salary, excellent benefits, and weekday shifts between 8.00 a.m. – 6.00 p.m., all while working in a state-of-the-art office with onsite parking.

Daily duties and responsibilities:

  • Managing high volumes of incoming phone calls and emails
  • Aiming to resolve all queries or concerns in a timely manner
  • Liaising with internal and external departments to resolve customer queries
  • Developing and maintaining accurate product and service knowledge
  • Identifying areas for improvement and offering suggestions to management
  • Developing a strong understanding of customer needs

Skills and experience required:

  • Previous experience in a telephone-based position or strong retail/hospitality experience
  • Strong customer service experience
  • Fantastic communication skills – written, verbal, reporting and presenting
  • Excellent time management, planning, organisational and delegation skills

If you are keen to hear more, then please get in contact today. Our client is looking to start interviewing next week for successful people to start ASAP!

Business Services

Key Account Manager

Location: Other
Posted: 26/05/2023

Salary: £30,000 - £35,000 p/a
Job Type: Permanent

We are excited to be recruiting for an award-winning financial technology company based in the heart of Bath who are looking for a...Read more


We are excited to be recruiting for an award-winning financial technology company based in the heart of Bath who are looking for a Key Account Manager to join their friendly team. This role is ideally suited to someone with experience in investment (wrap) platforms and/or investment products such as SIPP, ISA, GIA etc. With this experience (and training), the Key Account Manager will be responsible for managing the ongoing relationship with a portfolio of Financial Advisor firms through regular phone, email, and face-to-face contact – not through sales, but through ongoing service delivery.

Benefits to include:

  • Competitive annual salary
  • Discretionary yearly bonus of up to 15%
  • Office hours and hybrid working
  • 25 days holiday plus option to buy/sell up to 5 additional days per year
  • Supported and encouraged professional development i.e. Regional Sales Manager
  • Access to a range of schemes and discounted products

Daily duties to include:

  • Acting as first point of contact for large accounts and strategic partners
  • Ensuring they and their end clients receive an exceptional experience
  • Providing ongoing training to clients to ensure they use the platform efficiently
  • Creating and compiling reports using MI
  • Attending service delivery meetings
  • Liaising between all relevant business areas to support the accounts

If this feels like the next challenge for you, please apply today!

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