Customer Services Representative

Join a truly amazing team, revolutionising the world of investing!

 About the role

You will take responsibility for being the first point of call for incoming customer queries. This includes making and taking inbound and outbound calls and answering live chats and messages. Whilst this will take up most of your time, there will also be day to day customer related tasks which you will be trained to deal with.

You will be talking to prospective customers enthusiastically about our services, helping to explain the features and benefits of Wealthify  to them. You will also be speaking with existing customers to better understand their needs and improve their experience at Wealthify .

You should be able to work 37.5 hours per week, on a flexible basis between the hours of 8.30am – 7.30pm Monday to Friday. In the future we may open Saturdays, so this should not be an issue for you.

Wealthify is a young and growing company, so if you perform well, demonstrating the right attitude and skills, this role represents a fantastic chance for career progression.


Things you’ll need

We want to make sure you are set for success and this job is right for you. Therefore, it’s important to highlight that you must be comfortable working in a customer service environment. Effective communication skills being essential, both verbal and written. Other attributes you should have are:

  • Confident in speaking on the telephone with existing or prospective customers
  • Confident with computers. You must be able to comfortably use Word, Excel and Outlook
  • Ability to type quickly and accurately
  • Strong organizational skills, ability to prioritise workload
  • Ability to take ownership of workload and work alone
  • Good written skills
  • A basic understanding of investments (or worked in a financial / investment business )

What qualifications or skills will I need?

  • Minimum of 5 GCSEs including Maths and English at grade C or above
  • Skilled communicator
  • Previous experience working in telesales

That’s our minimum requirement, if you want to stand out, tell us what you’ve got! Experience in a similar role or extra qualifications are always a bonus 😊

And there’s more!

  • You’ll get to work in one of the hottest tech startups in Cardiff
  • Brand new offices with free gym, games room (and a ping pong league!)
  • Private Medical Insurance
  • Income Protection insurance
  • Company Pension Plan
  • Cycle to Work Scheme
  • Great company socials organized by our very own Ministry of Fun

This is a great opportunity to join a fun and friendly company. If you would like to be considered for the role, please send and a copy of your C.V. to