via indeed · 10 July 2026 ·1 day ago

Customer Service Adviser

Milecross Financial Solutions
Wigan Part-time
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About us

Milecross Financial was established in 2005 in Newtownards in County Down. Since then it has grown into one of the largest financial advice practices in the UK.

We’ve been helping people make informed financial decisions, in good times and challenging times, for close to 20 years. We provide an ethical, transparent and friendly service on a face to face, telephony or online basis.

We are currently searching for a motivated, experienced and reliable Customer Service Adviser to join our small friendly team in Wilmslow.

The ideal candidate will be capable of prioritising workload and working under pressure, and will be capable of using his or her own initiative to solve problem situations. The successful candidate will also have previous experience in both customer service and retail banking plus enjoy working in a fast\-paced environment.

Milecross Financial have a relationship with Yorkshire Building Society (YBS) providing face to face service in multiple locations.

What we are looking for

The main part of the role will be working within the YBS agency where you will be handling customer’s money, dealing with queries, answering questions and opening accounts on behalf of the Yorkshire Building Society.

We are looking for someone with a strong customer focus, retail banking experience and enjoys a challenge. The ideal candidate will also be great with people and happy to work as part of a small team.

Key Accountabilities and Responsibilities

· Develop and maintain thorough knowledge of YBS savings products and high\-level awareness of client proposition

· Deliver an exceptional customer experience and feel compelled to achieve fair and positive customer outcomes.

· Contribute by creating ways to enhance the customer experience by challenging practices to simplify and improve the customer experience and improve standards

· Create greater and positive brand awareness locally and potential business opportunities

· Play an active role in the wider Milecross England team – share success and best practices

· Identify and deliver fair outcomes for customers with potentially vulnerable circumstances

· Maintain your competence under the Training and Competency framework

Working hours Mon\-Fri 9\-4\.30pm plus every other Saturday 9\-12pm. This role is part time and we would be looking at 3 days plus every other Saturday, however the days and the hours would be negotiable

Job Types: Part\-time, Permanent

Pay: From £24,000\.00 per year

Benefits:

  • Company pension

  • Life insurance

  • Private medical insurance
Experience:
  • Banking: 1 year (required)
Language:
  • English (required)
Work authorisation:
  • United Kingdom (required)
Work Location: In person

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