Financial professional Work, Jobs in Mexborough, 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
9d
Executive PA to Directors
Q RETAIL STORES LIMITED —Wath upon Dearne
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
2d
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Construction Management Accountant – Financial Reporting
LNT Care Developments Group —Garforth
- Full-time
- Analysis skills
- Accounting
University Partnerships Manager
UniHomes —Sheffield
- £40,000 a year
- Full-time
- Salesforce
- Business development
- Travel
- Work from home
- Employee discount
Quick apply
Deputy General Manager
The Temple Doncaster —Doncaster
- £35,000 a year
- Weekend availability
- Hospitality
- Bar
- Management
- Employee discount
Quick apply
9d
Junior Quantity Surveyor
Domino Commercial Interiors Ltd —Sheffield
- From £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
11d
Management Accountant
Guide Fly Fishing Ltd —Sherburn in Elmet
- £38,000 - £48,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Agile
- Work from home
- Employee discount
Quick apply
8d
Associate Specialist Finance Broker
Real Finance —Barlborough
- Full-time
- Hybrid work
- Sales
- Basic maths
- Financial services
- Sick pay
Quick apply
6d
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
Senior Project Manager
Equans —Rotherham
- Full-time
- Microsoft Powerpoint
- Supervising experience
- Project management
- Annual leave
- Employee assistance programme
13d
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
Deputy Manager - Social Care
Illuminate Care Group —Doncaster
- £34,000 - £38,000 a year
- Full-time
- Hospitality
- Management
- Customer service
- Store discount
- Health & wellbeing programme
Quick apply
6d
HR Advisor
Real Life Options —Knottingley
- £33,000 - £35,000 a year
- Full-time
- Travel
- Human resources
- IT
- Annual leave
- Employee assistance programme
Quick apply
Transport and Financial Support Administrator
Selby College —Selby
- £28,316 - £29,754 a year
- Part-time
- IT
- Annual leave
12d
Finance Analyst
HesleyGroup —Doncaster
- £29,114 a year
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
- Annual leave
6d
Head of Retail
BARNSLEY HOSPICE —Barnsley
- £51,150 a year
- Full-time
- Sales
- Travel
- Hospice
- Free parking
Quick apply
Bookkeeper/Administration
Coggrave Chemist —Goole
- £21,000.00 - £41,419.86 a year
- Part-time
- Accounting
- QuickBooks
- Organisational skills
- Free parking
Quick apply
Canine Companion - Doggy Daycare
Total Dog Daycare Ltd —Worksop
- £12.71 - £13.00 an hour
- Full-time
- Customer service
- First Aid Certification
- IT
- Health & wellbeing programme
- Annual leave
Quick apply
2d
Apprentice Finance Assistant
Maltby Learning Trust —Doncaster
- £12,347.42 - £22,071.00 a year
- Temporary
- Customer service
- Administrative experience
- Analysis skills
5d

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
9 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 professional jobs in mexborough, syk

Financial Advisor Administrator

Executive PA to Directors

Accounts Assistant

Construction Management Accountant – Financial Reporting

University Partnerships Manager

Deputy General Manager

Junior Quantity Surveyor

Management Accountant

Associate Specialist Finance Broker

Senior Service Advisor | Cars2 Lepas Doncaster

Senior Project Manager

Mortgage Advisor Second Charge

Deputy Manager - Social Care

HR Advisor

Transport and Financial Support Administrator

Finance Analyst

Head of Retail

Bookkeeper/Administration

Canine Companion - Doggy Daycare

Apprentice Finance Assistant

I want to receive the latest job alerts for financial professional in mexborough, syk

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