Customer and Client Advisor -FTC

  • Reference
  • VN-17785
  • Role Type
  • Fixed Term Contract (inc Secondee)
  • Location
  • Cardiff
  • Salary
  • Up to £19,000
  • Closing Date
  • 29/09/2020
Job Intro

We have an excellent opportunity for a Customer and Client Advisor to join our Pensions Division in Cardiff. This is a FTC position working within our Small Medium Enterprise Team. 

In this role you'll learn about our Pensions, learn new processes, work as a team and provide support to external businesses. You'll enjoy a mix of administration and phone contact as part of your role. So if you're looking for a new challenge and enjoy making sure deadlines are achieved, then this could be the opportunity for you. 

What you'll be doing

In this role you'll be working as part of a team to provide support to our SME Pension Schemes ( Small Medium Enterprise ). You'll learn different processes as part of your position and full training will be given. There will be a combination of phone and administration work required as part of your role.

You will also

  • Deliver an outstanding customer service to our customers and clients by making sure you identify the customers’ needs and assess their expectations,   respond accurately and with the best solution for them, owning customer escalations to ensure their positive experience.  Whilst making sure their enquiry has been answered, seeking feedback on how you could improve and share best practice with your colleagues. 
  • Proactively spot patterns in the hopes or frustrations of our customers and clients, seeing where we can change our processes, tools or products to improve their experience. Where applicable   seek support of colleagues to develop solutions to customer service issues
  • Use your training, knowledge, skills and provided guidance material to follow processes and use systems to give our customers and clients a positive experience whilst keeping us safe and compliant with our regulators. 
  • Provide customers with a first class experience every time in order to Treat Customers Fairly and promote customer satisfaction.  Analyse customer feedback and significantly improve the customer service by demonstrating role model behaviour  
  • Collaborate with your colleagues and put your colleagues, customers and clients at the heart of everything we do. 
  • When things go wrong put things right, find out what happened and what can be done to stop it from happening again, logging the incident, identify trends and share your findings, solutions and reasons with your colleagues. 
  • Understand and adhere to pension and internal compliance regulations and in the identification of regulatory and financial risks, breaches and complaints. Ensure you operate in a compliant manner regarding suspicious transactions and all incidents are logged and reported in a timely manner
  • Take responsibility for your own development and ensure that you keep your pension knowledge and industry awareness current and relevant.
What we're looking for
  • Ability to consistently deliver high quality work for our customers and clients
  • Build a positive relationship with the colleagues, customer and clients
  • Be able to manage customers service when things go wrong and identify solutions to recurring customer service issues, proposing solutions to those who can act upon it
  • Demonstrate excellent listening and questioning techniques
  • Have good attenion to detail
  • Manage customer/client expectations when you’re unable to meet their expectations
  • Suggest options and agree the way forward with the customer or client
  • Keep customers/clients informed at all stages
  • Be able to record and report customer information, including feedback
  • Use technical knowledge and understanding of customer and client profile to provide an excellent customer experience
  • Support complaint resolution and recovery by investigating issues quickly and effectively
  • Be able to team work, build trust and respect with others, sharing best practice and ideas.
  • Be able to build relationships with other teams and individuals
  • Customer Service experience is essential including experience of Vulnerable Customers and the handling of customer complaints



Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days’ holiday, an annual supplement for private medical insurance, discretionary performance related bonuses, paid overtime, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.


Company Info

As a company, to be one of the world's largest Asset Managers, homebuilders, pension providers and insurances brands, we are diverse by our very nature. And we're a company that wants to use our diversity and influence to make society better in the long term - for everyone. To do this we need to be a company that welcomes everyone, where everyone can succeed. That means we're committed to building an inclusive culture in L&G where we can all perform at our best, no matter who we are, what we do or where we do it. So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

For any further information, please contact

This is a Fixed term/Secondment opportunity for 8 months


Department Info

With a team of over 600 people servicing over 3.5 million customers and over 17,000 corporate clients our DC Pensions business helps people plan and save for their retirement. Our vision is to be the long term savings partner of choice for our customers and clients; we achieve this by delivering an outstanding service and experience, putting our colleagues, customers and clients at the heart of everything we do.  

We’re a trusting, enthusiastic and commercially ambitious business who really cares about helping our customers save for their future. We value each other and take absolute pride in performing at our very best.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age.