Job Description:
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
Pay: From £26,500.00 per year
Work Location: Remote
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