Financial adviser Work, Jobs in Bournemouth, Eng (with Salaries)

Pre-Application Underwriting Assistant (Equity Release)
LV= Life & Pensions —Bournemouth
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
- Free parking
- Employee assistance programme
14d
Operations Manager
Now Student Living —Bournemouth
- £40,000 - £47,000 a year
- Full-time
- Sales
- Business development
- Team management
- Health & wellbeing programme
- Sick pay
Quick apply
7d
Project Manager
Bistech Group plc —Ferndown
- Up to £55,000 a year
- Full-time
- Customer service
- Continuous improvement
- Budgeting
- Employee assistance programme
Quick apply
Mortgage Administrator
RGH‑Global Limited —Bournemouth
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Financial services
- Communication skills
Financial Administrator
Walker Wealth Management —Poole
- £24,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Analysis skills
- Organisational skills
- Work from home
Quick apply
Student Recruitment Adviser (Fixed-term, Maternity Cover)
Bournemouth University —Bournemouth
- £25,249 - £28,031 a year
- Hybrid work
- University
- Recruiting
- Communication skills
- Annual leave
- Flexitime
Financial Adviser
LV= Life & Pensions —Bournemouth
- Mentoring
- Computer skills
- Communication skills
- Work from home
- Employee assistance programme
8d
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Administrative experience
- Financial services
- School
- Free parking
- Annual leave
Quick apply
High Net Worth Underwriter
Vitality —Bournemouth
- Mentoring
- Organisational skills
- Training & development
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Communication skills
- Banking
- Annual leave
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Claims Assessor
LV= Life & Pensions —Bournemouth
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
2d
Mortgage & Protection File Reviewer - MI280526
Mortgage Intelligence —Bournemouth
- £25,000 - £27,000 a year
- Hybrid work
- No experience needed
- Phone etiquette
- Time management
- Annual leave
Debt Adviser
SNG (Sovereign Network Group) —Hurn
- £32,000 - £37,000 a year
- Full-time
- Mentoring
- Communication skills
- Negotiation
Financial Adviser
RGH‑Global Limited —Bournemouth
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
7d
Debt Advisor
Faithworks —Bournemouth
- £14.00 - £14.65 an hour
- Part-time
- Recruiting
- Organisational skills
- Financial services
- Health & wellbeing programme
Quick apply
13d
Accounts Team Assistant
Quilter —Southampton
- Full-time
- Continuous improvement
- Communication skills
7d
Senior Life Underwriter
LV= Life & Pensions —Bournemouth
- Hybrid work
- Microsoft Word
- Organisational skills
- Employee assistance programme
- Employee discount
Accounts Senior - Legal Clients
PKF Francis Clark —Poole
- Hybrid work

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Pre-Application Underwriting Assistant (Equity Release)

LV= Life & Pensions -
Bournemouth

Apply Now

Job details

Permanent
14 days ago

Benefits

Free parking
Cycle to work scheme
Company pension
Employee assistance programme
Employee discount

Qualifications

Live chat
Microsoft Word
Inbound customer enquiry call handling
Numeracy
Organisational skills
Communication skills

Full job description

About The Role

We have a brilliant opportunity for an organised, self-motivated individual to join our team as a Pre-Application Equity Release Underwriting Assistant.

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances.

Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.

We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.
We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.

Within the role, you’ll manage your workload effectively to meet targets, respond in a timely manner to adviser queries received via phone and webchat, and continuously maintain current knowledge of equity release criteria in a rapidly changing market, allowing you to make timely and accurate decisions.

This is a permanent role, based at our Hitchin office, offered on a hybrid working model in line with business requirements.

Key Accountabilities

Within this role, you will…

Monitor team and individual mailboxes, ensuring emails are reviewed and responded to promptly.
Respond to adviser queries via webchat, providing accurate and up-to-date information.
Maintain current knowledge of equity release criteria and developments within a rapidly changing market.
Handle adviser calls professionally, providing clear and accurate information.
Make prompt and accurate decisions on whether a case meets the relevant acceptance criteria, providing clear justification for each outcome.
Review documents and data efficiently, identifying key information while maintaining close attention to detail.
Maintain high standards of confidentiality, attention to detail and data accuracy.
Communicate clearly and effectively with colleagues, stakeholders and teams across the organisation.
Provide support to colleagues where required.

About You

Our ideal candidate will have…

Excellent written and verbal communication skills, with the ability to build effective working relationships.
The ability to work accurately in a fast-paced, changing environment and meet tight deadlines.
Strong organisational and administrative skills, with the ability to plan, manage and prioritise your workload in response to customer needs.
The ability to manage complex cases independently while supporting the team to achieve key targets.
A proactive approach to anticipating and responding to the evolving needs of the business and industry.
The confidence to make sound, pragmatic decisions on individual cases in line with regulatory requirements and LV= values.
Strong numeracy and literacy skills, with excellent attention to detail.
Working knowledge of Microsoft Word, Excel and Outlook.

Rewards & Benefits

At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work, including:

26 days' holiday – which increases after two years’ service to 28 days (adjusted for your shorter contracts)
The opportunity to buy or sell up to five days’ holiday
An annual bonus scheme based on company and personal performance
Cycle to work scheme
A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14% - subject to National Minimum Wage requirements

You’ll receive up to 20% discount on our life products for you and your immediate family
Free parking is available on-site, offered on a first come first served basis
Free tea and coffee-making facilities are also available in the office, including dairy and dairy-free milk
Access to on-site Mental Health first aiders and our free, 24-hour employee EAP helpline

Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.

About Us

We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.

If you are offered this role as an internal secondment, please note your base band benefits will not change during the secondment.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.

Apply Now

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