AI is going to change a lot of jobs. But it can’t replace a proper conversation.

It can’t reassure someone who’s worried about their money, listen properly, ask the right follow‑up question or make a client feel like they’re dealing with a real person rather than another chatbot pretending to be helpful.

What We’re Looking For

This is a role with a large, growing and profitable financial services business that looks after thousands of clients across the UK. We need people who are good with people—able to listen, explain, solve problems and give clients a genuinely good experience (TrustPilot has them at 4.9/5).

You don’t need financial services experience, but you do need proper customer service experience. That means you’re used to speaking to customers or clients every day, ideally by phone, and you know how to stay calm, professional and helpful when someone has a query, a problem or needs something explained clearly.

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