Financial advisor Work, Jobs in Clowne (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
8d
Sales Advisor
Gallagher —Mansfield
- Sales
- Customer service
- Travel
- Employee stock purchase plan
- Life insurance
8d
Commercial Lead - Property and Facilities Management
Metropolitan Police —Kilburn
- £74,766 - £77,775 a year
- Full-time
- Hybrid work
- English
- Project management
14d
Customer Service Advisor
Yorkshire Building Society —Chesterfield
- £19,600 a year
- Customer service
- Financial services
- Free parking
Mortgage Advisor Second Charge
Believe Money Group —Doncaster
- From £32,000 a year
- Full-time
- Sales
- Customer service
- Basic maths
- Free parking
- Health & wellbeing programme
Quick apply
8d
HSE Senior Advisor - Management Systems
Vaillant Industrial UKLtd —Belper
- Full-time
- Organisational skills
- Communication skills
Finance Accountant
CK Rail Limited —Chesterfield
- £50,000 - £60,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Contracts
- Free parking
- Employee discount
Quick apply
Independent Living Advisor
People Places Lives Ltd. —Nottingham
- £13.45 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
14d
Customer Service Advisor
MSI Reproductive Choices UK —Rotherham
- £25,528.04 a year
- Full-time
- Hybrid work
- Paid training
- Employee assistance programme
7d
Finance Director (Temporary - Maternity Cover)
Bluetree Group —Rotherham
- £100,000 - £130,000 a year
- Temporary
- Accounting
- Leadership
- Tax experience
- Free parking
- Annual leave
Quick apply
Senior Service Advisor | Cars2 Lepas Doncaster
Cars 2 ltd —Doncaster
- Up to £32,000 a year
- Full-time
- English
- IT
- In-person
- Employee discount
Quick apply
8d
Second Charge Case Manager
Believe Money Group —Doncaster
- From £25,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
8d
Customer Sales Advisor
Halfords —Chesterfield
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
1d
BMW Customer Collections Advisor
Concentrix —Rotherham
- £26,520 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Sales Advisor
The Perfume Shop —Mansfield
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
11d
Customer Service Advisor
Alliance Healthcare —South Normanton
- Full-time
- Customer service
- Employee assistance programme
- Employee discount
Finance Business Partner
SunbeltRentals —Chesterfield
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Annual leave
Quick apply
Junior Commercial Advisor
Verisure Services (UK) Limited —Nottingham
- £3,800 - £6,000 a month
- Full-time
- In-person
- Employee discount
- Referral programme
Quick apply
SEND Advisor
The Sheffield College —Sheffield
- £33,160 - £37,283 a year
- Full-time
- Free parking
- Annual leave
13d
Customer Resolution & Safeguarding Lead
Leger Shearings Group —Rotherham
- £32,000 - £35,000 a year
- Weekend availability
- CRM software
- Customer service
- Analysis skills
- Free parking
- Annual leave
1d

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financial advisor jobs near clowne

Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
8 days 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

financial advisor jobs in clowne

Financial Advisor Administrator

Sales Advisor

Commercial Lead - Property and Facilities Management

Customer Service Advisor

Mortgage Advisor Second Charge

HSE Senior Advisor - Management Systems

Finance Accountant

Independent Living Advisor

Customer Service Advisor

Finance Director (Temporary - Maternity Cover)

Senior Service Advisor | Cars2 Lepas Doncaster

Second Charge Case Manager

Customer Sales Advisor

BMW Customer Collections Advisor

Sales Advisor

Customer Service Advisor

Finance Business Partner

Junior Commercial Advisor

SEND Advisor

Customer Resolution & Safeguarding Lead

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