Customer Services Executive

7 months ago


Salisbury, United Kingdom Novia Financial Full time

Customer Service Executive

**Reports to: Team Leader**
**Main Location: Salisbury hybrid working 3 days in office 2 days at home**
**Salary: £21,255- £25,000 + bonus + excellent benefits**

Are you passionate about Customer Service and believe in putting the customer at the heart?

Are you looking for a role that offers the flexibility of working from home, but still being able to

have the office environment and morale needed as well?

Our hybrid working model offers all employees the option to work from home 2 days a week and 3

days in our Salisbury office.

Our mix of office and home working supports the Novia collaborative culture whilst also enabling

our people to flex where they work.

About the role

Financial Advisers trust us with their clients, so ensuring we provide an incredible level of customer

service is key. From walking Advisers through our website to updating them on cases, it’s down to

our Customer Services team to deal with a whole range of queries - putting Advisers’ minds at

ease by providing the support and clarity they need. Join us as a Customer Service Executive and

you’ll take ownership of relationships with Financial Advisers and their clients, working with other

teams across our business to manage any queries through to resolution. And don’t worry, we’ll

provide full training so you’ll be up to speed in no time.

About you (what we’re looking for)

A great talker and even better listener, you’ll be more than happy speaking to a range of people on

up with changes comes easily to you. And whether you’re working alone or as part of a team,

you’ll always go above and beyond to do what’s right for the customer. You’ll also:


Have experience of providing great customer service. If you’ve experience of working in finance or a
contact centre before, even better (although not essential) 

Be an excellent communicator 

Have strong organisation and time-management skills 

Rewards and Benefits 

Competitive salary. 

Hybrid Working (split between home and office). 

Discretionary bonus each year. 

34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to
5 additional days per year. 

Supported and encouraged professional development. 

Private Medical scheme (single cover that can be increased to FULL Family). 

Income protection scheme. 

Life assurance scheme. 

Group contributory pension scheme. 

Interest free season ticket loans for travel costs. 

Novia Foundation Day in support of charitable activities. 

We encourage internal progression at Wealthtime, with many of our employees going on to
become Team Leaders, Managers, Subject Matter Experts and many more. 

We're proud of our company culture at Wealthtime. From rewards and incentives, remote team
socials to fun quizzes, our friendly and welcoming teams at Wealthtime strive to make our office a

great place to work.

Wealthtime is an equal opportunities employer who values a diverse and inclusive workplace. We

recognise that people work in different ways, and we value alternative viewpoints, celebrate

individuality, and foster a culture where everyone can bring their true self to work. We are committed

beliefs, culture, gender identity, ethnicity, sexual orientation, disabilities, and long-term health

conditions.



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