Client advisor Work, Jobs in Meadows, Ntt (with Salaries)

Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Computer skills
- Referral programme
- Sick pay
Quick apply
Consultant - Water
BFY Group —Nottingham
- Up to £60,000 a year
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Travel
Quick apply
Sales Development Representative - Digital Commerce
Columbus United Kingdom —Nottingham
- Full-time
- Hybrid work
- Business development
- Travel
- Annual leave
- Work from home
Quick apply
Key Account Manager
Commify —Nottingham
- Full-time
- Hybrid work
- Business development
- Presentation skills
- Communication skills
- Annual leave
Quick apply
Client Experience Advisor
The Watches of Switzerland Group —Leicester
- Computer literacy
- Computer skills
- Communication skills
- Employee assistance programme
Client Care Advisor
Vets for Pets —Leicester
- £12.71 an hour
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Employee discount
6d
Sales Advisor
Gallagher —Mansfield
- Travel
- In-person
- Communication skills
- Employee stock purchase plan
- Life insurance
Environmental Advisor
Network Plus —Nottingham
- £40,000 - £50,000 a year
- Computer literacy
- Analysis skills
- Communication skills
Quick apply
4d
Ch-ISVA (Independent Sexual Violence Advisor working with ages 13+)
SV2 —Ripley
- From £26,548 a year
- Full-time
- Hybrid work
- In-person
- Store discount
- Health & wellbeing programme
Quick apply
Sales Manager
KERRIDGE COMMERCIAL SYSTEMS CORP —Nottingham
- Full-time
- CRM software
- In-person
- Leadership
Quick apply
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
3d
Senior Client Success Manager
Hello Social Avenue —Barlborough
- £35,000 a year
- Full-time
- Hybrid work
- Social media management
- Project management
- Organisational skills
- Free parking
- Work from home
Quick apply
6d
Senior Sustainability Advisor
Laing O'Rourke —Nottingham
- Bachelor's degree
- Travel
- Organisational skills
4d
Client Relationship & Business Development Manager - Design and build
CRS Interiors —Ashby-De-La-Zouch
- £45,000 - £50,000 a year
- Full-time
- CRM software
- Microsoft Office
- In-person
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Nottingham
- £3,800 a month
- Full-time
- Sales
Quick apply
Service Advisor - Multi Franchise
Stoneacre —Nottingham
- £27,000 - £30,000 a year
- Full-time
- Computer literacy
- English
- Computer skills
- Free parking
- Health & wellbeing programme
Quick apply
Product Manager
Experian —Nottingham
- Full-time
- Hybrid work
- Machine learning
- Annual leave
Quick apply
Commercial Lead
Dalkia —Nottingham
- Analysis skills
- Mentoring
- Recruiting
3d
Trainee Account Executive (HF135374312)
Flourish —Southwell
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Quick apply
6d
Client Services Advisor
PPL PRS —Leicester
- £24,852 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- English
2d

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Apprentice Financial Services Administrator

Fairstone
Nottingham

Quick apply

Job details

Permanent | Full-time | Apprenticeship

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Investment
Financial planning
Pension
Report writing
Microsoft Excel
Report generation
Stakeholder liaison
Filing
Case record updates
English
Microsoft Office Suite
Computer skills
Financial services
Communication skills
Certificate in Insurance
Time management
Office experience

Full job description

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

_ Role and Responsibilities_

The role will assist both the mortgage and wealth adviser teams in servicing new and existing clients. The expectation is that the split of time will be around 3 days per week on wealth, 2 days on mortgage but this will fluctuate and so it requires flexibility depending on the needs of the business and workflow.
Support to both mortgage and wealth adviser teams, following all business processes to ensure that measures are adhered to.
Review & Research a broad range of financial products across all need areas using all systems and software
Collate and evaluate client policy/investment/pension
Liaise with providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
Create and maintain client files and enter details onto back office database in line with Fairstone standards. Full client detail to be accurately loaded to the database, data kept updated including changes to client details, plans, and diary activities.
Support in preparing annual review reports for existing clients
Creating new business reports for advisers under their guidance. New business processing and submission to Business quality, submitting onto external and internal systems
Prepare paperwork for pre and post meetings; Send Letters of Authority;
General Administration duties in line with Fairstone procedures; Other duties as they arise.
Maintain regular contact with clients, booking clients in for annual reviews, management of review process and client servicing
Liaise with lenders/providers and clients verbally and in writing to satisfy all additional requirements to process cases through to completion, submitting all lender/provider required documentation in accordance with each provider’s procedures.
Ensure cases are diarised with the correct level of priority applicable to individual circumstance; be pro-active completing all chase and keeping clients / advisors updated with progress.
Check within a timely fashion that mortgage offers, and life acceptance terms received reflect the advice provided and update all appropriate parties.

Skills and Qualifications

Previous experience working in a financial service using financial research tools is desirable but not essential. Apprenticeship available.
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
High attention to detail, with professional and approachable communication skills with strong command of both written and spoken English
Excellent time management skills, with the ability to meet deadlines and prioritise own work effectively and support advisers achieving excellent client service
Strong interpersonal skills
Good IT skills including Office 365
Ability to work on your own and as part of a team

Benefits:

Company pension
Referral programme
Sick pay

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in meadows, ntt

Apprentice Financial Services Administrator

Consultant - Water

Sales Development Representative - Digital Commerce

Key Account Manager

Client Experience Advisor

Client Care Advisor

Sales Advisor

Environmental Advisor

Ch-ISVA (Independent Sexual Violence Advisor working with ages 13+)

Sales Manager

Trainee Mortgage Advisor

Senior Client Success Manager

Senior Sustainability Advisor

Client Relationship & Business Development Manager - Design and build

JUNIOR SALES ADVISOR

Service Advisor - Multi Franchise

Product Manager

Commercial Lead

Trainee Account Executive (HF135374312)

Client Services Advisor

I want to receive the latest job alerts for client advisor in meadows, ntt

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