Customer Service / Admin(Regulated Environment)

Customer Service and Administration

Starting Salary: £26,500 moving to £28,500 after tenure (plus a bonus scheme)

Monday- Friday 9am- 5pm (one hour break)

This role will start fully office based in training, and then move to a remote/hybrid model

Calls:

· Act as a primary point of contact for clients

· Support clients via phone and email to complete questionnaires accurately

· Conduct review calls with clients to confirm details and clarify responses

· Liaise with solicitors to provide updates and resolve queries

Admin:

· Review completed questionnaires for accuracy and completeness

· Identify inconsistencies or missing information and resolve these with clients

· Apply rules and guidance to determine the correct tax treatment

· Clearly document calculation decisions and reasoning

Essential Skills & Qualities

· Strong communication skills, particularly by phone

· High attention to detail and accuracy

· Confident handling client queries in a professional manner

· Ability to follow structured guidance and escalate when unsure

· Comfortable working with digital systems and case management tools

· Ability to manage multiple matters concurrently