Financial advisor Work, Jobs in Beeston, Ntt (with Salaries)

Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
4d
Associate Relationship Manager – Mid Markets - Midlands
Lloyds Banking Group —Nottingham
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
6d
Registered Care Manager
McCarthy & Stone —Nottingham
- Up to £44,000 a year
- Weekend availability
- Management
- Care plans
- Leadership
- Employee discount
- Life insurance
Quick apply
13d
Tesco Travel Money Advisor
Travelex —Ilkeston
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Finance Business Partner
KERRIDGE COMMERCIAL SYSTEMS CORP —Nottingham
- Full-time
- Microsoft Excel
- ERP systems
- IT
Quick apply
Senior Operational Leader - Ilkeston
Department for Work and Pensions —Ilkeston
- £44,447 - £46,547 a year
- Overtime
- Hybrid work
- Management
- Analysis skills
- Presentation skills
- Annual leave
- Employee assistance programme
8d
Return to Work Co-ordinator
Viterra —Eastwood
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
7d
Health and Safety Manager
J McCann & Co Limited —Chilwell
- Full-time
- Computer literacy
- Human resources
- Construction experience
- Free parking
- Annual leave
Quick apply
7h
Service Advisor
Marshall Motor Group —Derby
- £32,470 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
7d
General Counsel
Commify —Nottingham
- Hybrid work
- Contracts
- APIs
- Negotiation
- Annual leave
Quick apply
Sales Progressor
Curve Conveyancing Solutions —Derby
- £23,133 - £28,000 a year
- Full-time
- Customer service
- In-person
- Profit sharing
- Sick pay
Quick apply
7d
Sales Advisor
Gallagher —Mansfield
- Sales
- Customer service
- Travel
- Employee stock purchase plan
- Life insurance
10d
Warranty Administrator / Service Advisor
Marshall Motor Group —Nottingham
- £32,128 a year
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
Quick apply
Relationship Director - Mid Markets - Midlands
Lloyds Banking Group —Nottingham
- From £100,105 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Negotiation
6d
Service Delivery Manager
Mitel —Nottingham
- Full-time
- Management
- Sales
- Presentation skills
Senior Financial Accountant
Refresco —Kegworth
- Hybrid work
- Microsoft Excel
- Accounting
- Mentoring
Quick apply
Anglican Religious Visitor
Serco Group —Leicester
- £30,000 - £32,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Hebrew Customer Service Advisor
NEXT —Leicester
- £16.99 an hour
- Full-time
- Hybrid work
- English
- Free parking
- Paid training
HSE Senior Advisor - Management Systems
Vaillant Industrial UKLtd —Belper
- Full-time
- Organisational skills
- Communication skills
Nature Recovery Advice Manager
Royal Society of Wildlife Trusts —Nottingham
- £41,935 a year
- Full-time
- Management
- Travel
- Leadership
10d

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Apprentice Financial Services Administrator

Fairstone
Nottingham

Quick apply

Job details

Permanent | Full-time | Apprenticeship
4 days ago

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Financial planning
Pension
Microsoft Excel
English
Microsoft Office
IT
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

financial advisor jobs in beeston, ntt

Apprentice Financial Services Administrator

Associate Relationship Manager – Mid Markets - Midlands

Registered Care Manager

Tesco Travel Money Advisor

Finance Business Partner

Senior Operational Leader - Ilkeston

Return to Work Co-ordinator

Health and Safety Manager

Service Advisor

General Counsel

Sales Progressor

Sales Advisor

Warranty Administrator / Service Advisor

Relationship Director - Mid Markets - Midlands

Service Delivery Manager

Senior Financial Accountant

Anglican Religious Visitor

Hebrew Customer Service Advisor

HSE Senior Advisor - Management Systems

Nature Recovery Advice Manager

I want to receive the latest job alerts for financial advisor in beeston, ntt

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