Finance Work, Jobs in Armthorpe, Syk (with Salaries)

Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Referral programme
Quick apply
20h
Site Finance Administrator
Maersk —Doncaster
- Full-time
- Microsoft Excel
- IT
Tax/Accounts Assistant
Warrens Accountants Ltd —Doncaster
- £28,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
Quick apply
Purchase Ledger Clerk
Keepmoat Homes —Doncaster
- Full-time
- Microsoft Excel
- Accounting
- Communication skills
- Employee assistance programme
- Employee discount
Trainee Accounts Assistant - Ford Mazda
Stoneacre —Doncaster
- Full-time
- Microsoft Office
- IT
- Free parking
- Health & wellbeing programme
Quick apply
Group Financial Accountant
Keepmoat Homes —Doncaster
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Financial Planning and Analysis Analyst
Keepmoat Homes —Doncaster
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
14d
Commercial Relationship Manager, Lombard Asset Finance
National Westminster Bank PLC —Doncaster
- £30,855 a year
- Full-time
- Hybrid work
- Sales
- Annual leave
Finance Analyst
STEP —Retford
- £51,317 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Project management
- Annual leave
- Employee assistance programme
Quick apply
5d
Finance Apprentice
Heron Foods —Kingston upon Hull
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Quick apply
10d
Finance and Operations Assistant
Sheffield Association for the Voluntary Teaching of English (SAVTE) —Sheffield
- £23,132 a year
- Part-time
- Hybrid work
- English
- QuickBooks
- Data entry
- Annual leave
- Work from home
Quick apply
13d
Financial Administrator
Bupa —Sheffield
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Technical Project Manager (Finance)
DFS —Adwick le Street
- PMP
- Project management
- Software development
- Employee assistance programme
- Employee discount
Quick apply
Assistant Finance Manager
GXO Logistics —Selby
- Up to £36,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- In-person
- Annual leave
- Employee assistance programme
13d
Business Analyst
DFS —Adwick le Street
- Analysis skills
- Software development
- IT
- Employee assistance programme
- Employee discount
Quick apply
Finance Business Partner
Card Factory —Wakefield
- From £55,000 a year
- Hybrid work
- Microsoft Powerpoint
- Accounting
- Communication skills
Finance Accounts Manager
Wakefield Trinity RLFC —Wakefield
- From £42,000 a year
- Full-time
- Hospitality
- Financial services
- In-person
- Free parking
- Store discount
Quick apply
6d
Finance Analyst
UK Atomic Energy Authority —West Burton
- Full-time
- Microsoft Excel
- Analysis skills
- Project management
- Annual leave
- Employee assistance programme
4d
Finance Officer
Rotherham Opportunities College —Rotherham
- £32,239 - £36,833 a year
- Part-time
- Accounting
- Organisational skills
- In-person
Quick apply
7d
Accountant, Finance
Aptean —Sheffield
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Accounting

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
20 hours ago

Benefits

Casual dress
Cycle to work scheme
Company pension
Company events
Referral programme
On-site parking

Qualifications

Pension
Microsoft Outlook
Underwriting
Customer service
GCSE
Microsoft Office
Data entry
Financial services
Communication skills

Full job description

Role Summary:

As a member of the Ongoing Service team, you will be point of contact for all ongoing clients. Your responsibility will be to enhance My Pension Expert’s reputation, by the prompt delivery of a quality customer service, increasing effectiveness and ease of doing business with us.

Outline of Role:

Prepare client review files to support adviser meetings.
Process transfer of servicing rights forms efficiently, ensuring compliance with current FCA regulations.
Prepare and submit applications to providers, along with ad-hoc client requests.
Maintain accurate and up-to-date client documentation across all systems.
Ensure all case notes are updated with clear progress and a full audit trail.
Coordinate with clients to obtain required information and arrange adviser appointments as part of the annual review process.
Provide a professional and dedicated support service to both advisers and clients.
Process client income payments/withdrawals across various third-party platforms.
Review and analyse incoming information received electronically and via post.
Deliver excellent customer service by responding to enquiries promptly and efficiently.
Take ownership of customer enquiries across all communication channels, investigating and resolving issues proactively.
Maintain regular contact with external pension providers to ensure requests are completed within agreed timescales.
Handle confidential information in line with company policies and regulatory requirements.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

The Person

A hardworking and proactive individual who has client satisfaction at the forefront of everything they do and you will ideally have experience in customer service administration. However, we welcome applications from graduates who are looking to develop a career in Financial Services.
This role will suit a proactive and meticulous team player with strong interpersonal skills with a desire to learn and improve skills on an on-going basis.
You will naturally be customer service focused with a genuine desire to help, a clear focus on quality and service and taking ownership for delivery of results.
You will require strong attention to detail and excellent data entry skills.

Skills, Knowledge & Experience

Previous experience of working within an underwriting environment (Desirable)
Knowledge and experience of Pensions and Financial Services would be advantageous (Essential)
Experience of working on the telephone (Essential)
Knowledge and experience of Microsoft Office and Outlook (Essential)
Ability to organise, multitask, prioritise, and work under pressure (Essential)
Can do and flexible attitude (Essential)
Possess excellent written and verbal communication skills (Essential)
Previous experience of working with Customer Relationship Managements (CRM) software (Desirable)
Ability to adapt to changing regulations and requirements in the pension industry (Essential)

Qualifications

GCSE Math’s and English – Grade C or above (Essential)

Accountabilities & Working Relationships

· Reports to Client Support Team Manager

· Works within a team

Working Hours

· Shift pattern - Monday to Friday 9am to 17.30pm

Benefits

This position represents an opportunity to work for a growing business.

· Competitive salary

· Discretionary bonus scheme

· Contributory Pension Scheme

· Opportunities for career progression with funded training

Job Types: Full-time, Permanent

Pay: £28,000.00 per year

Benefits:

Casual dress
Company events
Company pension
Cycle to work scheme
On-site parking
Referral programme

Experience:

Financial services: 1 year (preferred)
Customer service: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in armthorpe, syk

Financial Advisor Administrator

Site Finance Administrator

Tax/Accounts Assistant

Purchase Ledger Clerk

Trainee Accounts Assistant - Ford Mazda

Group Financial Accountant

Financial Planning and Analysis Analyst

Commercial Relationship Manager, Lombard Asset Finance

Finance Analyst

Finance Apprentice

Finance and Operations Assistant

Financial Administrator

Technical Project Manager (Finance)

Assistant Finance Manager

Business Analyst

Finance Business Partner

Finance Accounts Manager

Finance Analyst

Finance Officer

Accountant, Finance

I want to receive the latest job alerts for finance in armthorpe, syk

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