Job description
LocationWellington, England, United Kingdom
About the roleWe're looking for a Customer Liaison Officer to join our friendly, purpose-led team in Taunton.
This role is all about people. You'll be the first point of contact for customers, guiding them through their lending journey with clarity, empathy and confidence — from first enquiry to loan completion and beyond.
You'll support customers over the phone and via digital channels, helping them understand their options, complete applications, and feel reassured at every step. Many of the people we support may be in vulnerable situations, so patience, warmth and clear communication are essential.
This is not a sales role or a call‐centre environment. It's a relationship‐focused role where quality, care and trust matter.
What you'll be doing
Handling inbound customer enquiries by phone, email and other channels
Guiding customers through loan applications and supporting them with documentation
Explaining financial information clearly and in plain English
Supporting customers throughout the life of their loan, including statements and account queries
Maintaining accurate customer records and updating internal systems
Working closely with colleagues to ensure a smooth, supportive customer experience
Embedding Consumer Duty principles and supporting vulnerable customers appropriately
What we're looking forWe're looking for someone who:
Has experience in a customer-facing role , particularly involving phone‐based contact
Communicates clearly, confidently and empathetically
Is organised, reliable and pays close attention to detail
Can handle sensitive conversations with professionalism and care
Enjoys helping people and making a positive difference
Experience in financial services, housing, local authorities or support roles is helpful, but not essential; we care more about the right approach and mindset.
Who this role is ideal forThis role is well suited to someone who:
Enjoys supporting people and solving problems
Takes pride in delivering a high-quality customer experience
Is comfortable working with processes while remaining human and compassionate
Wants to work for an organisation with a genuine social purpose
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Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Wellington
- Type of Contract
- Full-time jobs
- Published at
- 03-04-2026
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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