Part Time Customer Service Assistant (Investments and ISAs)

Location: Farnborough

Salary: £26,000 (pro rata)

Hours: Monday, Tuesday and Thursday 9am – 5.30pm

My client is a UK-based fintech company and they are looking for a candidate who has a customer service and financial services background and has dealt with Investments and ISA’s. They are looking for a passionate and enthusiastic team player with strong organisational and problem-solving skills.

Come and join an exciting, innovative, and forward-thinking team that prides itself on outstanding levels of service in a friendly, welcoming, and inclusive environment.


Reporting to, and supporting the Investment Ops Team Leader, you will play an essential part in the team.

Ensuring you provide the best possible level of service, both to our members and the wider teams.

Dealing with enquiries predominantly via email but also telephone

Providing weekly updates to our finance partners

Dealing with the transfer and rejection of finance products

Chasing open queries with relevant departments and keeping communication with members up-to-date

Be available, visible, and able to answer any questions

Ensure processes and procedures are up-to-date and adheard to

Liaise with our Members on internal escalations ensuring all contact channels are updated

Onboard new Special Accounts through the correct due diligence process

Daily management of accounts and assisting with all queries relating to both new and exciting account holders


Person Specification:

Basic knowledge in investments (ideally stocks and shares ISA’s).

Experience within a regulated environment, preferably working to FCA guidelines.

Competent use of computer software to prepare reports and documents via Microsoft and/or Google-Suite systems.

You are a clear communicator and able to use diplomacy and sensitivity wherever needed.

You’re a problem-solver who can assess a situation and identify possible solutions.

A confident and approachable people person.

Someone who cares and is passionate about what they are doing every day!

Someone who can keep calm in a crisis.



Workplace pension plan

30 days of holiday (including all but 3 public holidays)

Cash health plan.

An excellent Induction and onboarding program with ongoing learning and development throughout your career

Physical and Mental Wellbeing support and platforms for you and your family

Breakfast and snacks every day

Great company events local and abroad!

Enhanced Maternity and Paternity leave

Salary Sacrifice options

Your Birthday Day off