Business support Work, Jobs in Doncaster, Syk (with Salaries)

Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- CRM software
- Customer service
- Data entry
- Referral programme
Quick apply
11d
Stock Controller
PRL Logistics —Doncaster
- Up to £13 an hour
- Full-time
- Analysis skills
- Continuous improvement
- Organisational skills
- Free parking
Quick apply
12d
Senior Telephone Sales Executive
My Pension Expert —Doncaster
- £28,400 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Annual leave
- Employee assistance programme
Quick apply
11d
Transport Admin Clerk
PRL Logistics —Doncaster
- £30,000 a year
- Full-time
- Data analysis skills
- Administrative experience
- Organisational skills
- Free parking
Quick apply
4d
Seasonal Sales Assistant
Lush —Doncaster
- £13.45 an hour
- Part-time
- Customer service
- Employee assistance programme
- Employee discount
Quick apply
10h
Sales - Sales Advisor - UK
New Look —Doncaster
- Part-time
- Customer service
1d
Resourcing Coordinator
Genuit Group —Doncaster
- Full-time
- Recruiting
- Communication skills
- Annual leave
Customer Service Advisor
SARIA Ltd —Doncaster
- Full-time
- Microsoft Word
- Communication skills
Quick apply
3d
Customer Service Advisor
NEXT —Doncaster
- £12.90 an hour
- Part-time
- Free parking
- Employee discount
9d
Bookings & Compliance Coordinator (Remote)
Topp Language Solutions —West Yorkshire
- £12.71 - £15.00 an hour
- Part-time
- Remote
- Databases
- Organisational skills
- Communication skills
Quick apply
Administrator
Evermax Ltd —Doncaster
- £26,500 - £29,000 a year
- Full-time
- Administrative experience
- Accounting
- Contracts
- Free parking
- Health & wellbeing programme
Quick apply
Lettings Coordinator
Moss Properties (Doncaster) Ltd —Doncaster
- £25,000 a year
- Full-time
- CRM software
- Up to 50% travel
- Customer service
Quick apply
9d
Crew Training Planner and Administrator
2Excel Aviation —Doncaster
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Computer literacy
- Employee assistance programme
- Life insurance
Quick apply
9d
Test Center Administrator (Doncaster)
Pearson —Doncaster
- £13.60 an hour
- Weekend availability
- Customer service
- Travel
- School
- Annual leave
5d
Desk Based Account Manager
Genuit Group —Doncaster
- Full-time
- CRM software
- Data analysis skills
- Presentation skills
- Free parking
- Employee discount
Sales Assistant - New Look
French Gate Shopping Centre —Doncaster
- Part-time
- Customer service
12h
VM Team Manager
Matalan —Doncaster
- Full-time
- Planograms
- Organisational skills
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
12d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Doncaster
- £49,500 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Work from home
Quick apply
Sales Assistant
Footasylum —Doncaster
- £8.00 - £12.71 an hour
- Weekend availability
- Customer service
- Employee discount
Full Time Sales Assistant - Footasylum
French Gate Shopping Centre —Doncaster
- £8.00 - £12.71 an hour
- Weekend availability
- Customer service
- Employee discount
4d

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

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

Benefits

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

Qualifications

CRM software
Financial Conduct Authority guidelines
Pension
Customer service
GCSE
Case note recording
Case record updates
Microsoft Office Suite
Data entry
Customer support
Financial services
Customer interaction
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

business support jobs in doncaster, syk

Financial Advisor Administrator

Stock Controller

Senior Telephone Sales Executive

Transport Admin Clerk

Seasonal Sales Assistant

Sales - Sales Advisor - UK

Resourcing Coordinator

Customer Service Advisor

Customer Service Advisor

Bookings & Compliance Coordinator (Remote)

Administrator

Lettings Coordinator

Crew Training Planner and Administrator

Test Center Administrator (Doncaster)

Desk Based Account Manager

Sales Assistant - New Look

VM Team Manager

Will Writing & Estate Planning Advisor - | Full Training |

Sales Assistant

Full Time Sales Assistant - Footasylum

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