Customer Service Advisor - Stockbroking & Investments

Job Title: Customer Advisor (Stockbroking and Investments)

Location: Leeds city centre

Pay Rate: -14.02p/hr

Hours: Monday - Friday.

To support our customers operating across global markets, we have a rotating shift pattern with 7 hour shifts starting from 8am and finishing up to 9pm. Rota is on a 6 week basis and can be provided if needed.

Hybrid Working: First 8 weeks will be office based, and then you can work 3 days from home after your training is signed off.

Contract Type: Temporary - 6 months initially with potential for progression.

Start Date: 14th September 2026

If you''ve built strong customer service skills and have ever been curious about the world of investments, shares, and financial services, this could be the opportunity you''ve been looking for.

Lloyds Banking Group is recruiting Customer Advisors within its Stockbroking team, offering a unique chance to gain hands-on experience in a specialist area of banking without needing previous stockbroking experience.

As a Senior Customer Adviser, you''ll be handing complex enquiries. You''ll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. We put the customer at the heart of everything we do and will provide great training to enable you to resolve calls by taking responsibility and providing first touch resolution whenever possible.

What will you be doing?

You''ll support customers with their investment accounts, helping them understand their shareholdings, access their accounts, and resolve complex queries.

This is far more than a standard customer service role-it''s an opportunity to develop knowledge of:

• Investment accounts
• Share dealing and stockbroking services
• Financial regulations and compliance
• Banking and financial services operations
• Complex customer problem-solving

What Benefits do you offer?:

• Work from home 60% of the week
• Office located in City Centre with excellent transport links
• On site canteen
• First-class support and training for all colleagues
• Opportunity for growth within the company
• Holiday allowance of 30 days per year
• Weekly Pay
• Online payslips
• Dedicated aftercare team
• Annual leave allowance
• Employee Assistance Programme
• Access to Able Futures
• Eyecare vouchers
• Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more
• Smart Spending App
• Workplace Pension scheme

What skills do I need?:

To excel in this role, you should possess the following skills and experience:

• Experience working in customer services, managing a high volume of calls.
• Excellent communication skills, both written and verbal
• Able to handle complex information and work to a high level of detail.
• Proficiency in IT packages such as Excel, Outlook, and Word
• Strong problem-solving abilities and the ability to use own judgement

Desirable skills but not essential:

• Experience in banking, financial services, insurance or lending
• Knowledge of financial services from previous studies or degree

About working for Lloyds Banking Group:

• Our focus is to ensure we''re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We''re committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.
• We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role. We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you''d like an adjustment to the recruitment process just let us know.

Joining our client''s dynamic and collaborative team will mean you are part of one of the UKs largest banking groups, and supported by a diverse and forward-thinking organisation.

Apply today to hear more about this opportunity.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone''s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.