Customer service specialist

About Us

Our award-winning team at Future Proof specialise in safeguarding what matters most: our clients’ families, homes, and incomes. We provide unparalleled advice, to both personal and business clients, requiring Life Insurance, Critical Illness, Income, and Business Protection policies.

Our mantra, “treat every client like you would your own family,” drives our commitment to exceptional service.

If it sounds like we could be the right fit for you then please scroll down for the job description and how to apply.

Team of colleagues at work Christmas Party

Career development

At Future Proof, we prioritise your professional development – ensuring colleagues reach their maximum potential is part of our culture and values. This role provides an opportunity to people who are looking to establish a career in Financial Services.

We want to support you to reach your potential and provide regular coaching, training and mentoring as well as full financial support to obtain industry recognised qualifications, if you would like to become an Adviser.

What you’ll do:

  • Speak with our clients over the phone to identify their requirements in order to provide fantastic customer service – this is not a call centre role
  • Proactively make clients aware of any payment issues and rectify, being their main point of contact if they require any assistance
  • Maintain accurate computer records and to follow the company’s data protection and compliance procedures at all times
  • Contact our existing clients annually to review their policy and answer queries about Trust forms.

Who you are:

  • Experienced in providing excellent customer service
  • A proactive and enthusiastic team player
  • Strong communication, interpersonal and listening skills
  • Outstanding attention to detail
  • Possess the ability to work in a compliant manner, adhering to FCA guidelines.

Pay and Benefits:

  • Starting salary £24,000
  • Up to 15% of salary as an annual bonus
  • 28 days holiday per year, plus bank holidays
  • A 35 hour working week (Monday to Friday only, no weekends)
  • Private Medical Insurance
  • Death In Service benefit (equal to 4 times your annual salary)
  • Company pension scheme, employer contributes 5%
  • £150 towards new glasses if your prescription changes
  • Employee Assistance Programme, offering free counselling
  • Staff social events throughout the year
  • Access to hundreds of free or discounted items like food, drink, cinema tickets, holidays, hotels, activities, gyms, clothes, tech and more via Perkbox

This is a permanent role, initially based in our office in Reigate for training, however we are happy to offer flexible working with some days from home once you have achieved competency in the role.

How to Apply:

Are you ready to take your career to new heights with Future Proof? We’d love to hear from you! Send your CV to

No Agencies, please.

Click here to listen to Mollie’s story – how she started as a Customer service specialist and within 4 years progressed to become a Senior Protection Adviser.