Customer Service Associate

£10,000 - £14,999
10 Oct 2018
12 Oct 2018
Contract Type
Full Time

Customer Service Associate (Investments) – Basingstoke – Permanent – Salary Up To £21,000 – Comprehensive Benefits Package!

Are you looking for a new Customer Service Associate role?

Do you have experience in an FCA regulated, customer service environment?

Would you like to develop your customer service skills in one of the fastest growing financial services businesses in the UK?

If so, Castle Trust are looking for a Customer Service Associate to join their amazing team in Basingstoke. In this role you will be responsible for answering inbound calls from clients enquiring about Castle Trust investment products. You will need strong customer service skills and experience working in an FCA regulated environment.

If you think this opportunity is for you, then please apply today.

About Us

Castle Trust was established by an experienced team of senior executives from a broad range of backgrounds, who all recognised the enormous potential for new ideas in the mortgage and investment market. Castle Trust take the best of their combined experience in product design, finance, technology and operations to deliver exceptional value to their customers.

The Role

As a Customer Service Associate, you will be responding to customer enquiries regarding the investment products offered by Castle Trust. This could include investment queries, website queries, and assisting clients to complete the application process. Conversations may be complex, and you will be required to guarantee compliance throughout.

Skills, Experience and Qualifications

  • Call centre experience
  • Experience working within an FCA regulated environment
  • Strong written and verbal communication skills
  • Strong listening skills
  • Knowledge of Microsoft Office
  • Experience within investments desirable


  • Annual discretionary bonus
  • Retail benefits including M&S, ASOS, free EE mobile phone insurance, discounted cinema tickets, and gym memberships through Perkbox
  • Life assurance
  • Subsidised private healthcare
  • Enhanced pension contribution
  • Generous holiday entitlement rising one day per annum
  • Regular team events and a legendary Christmas party
  • Free fruit and snacks in spacious open plan office
  • Parking in Basingstoke, subject to waiting list

Next Steps

If you would like to be a Customer Service Associate at Castle Trust, please apply today by clicking apply and completing our application process through staff-finda.

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