Financial adviser Work, Jobs in Ashley, Nth (with Salaries)

Pensions & Investment Administrative Associate
Quai Digital —Peterborough
- £24,000 - £26,000 a year
- Temporary
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
1h
Trainee Mortgage Adviser
The New Homes Group —Northampton
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
8d
Employment Adviser
Reed In Partnership —Peterborough
- £29,000 - £31,500 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
- Microsoft Office
- Financial services
1d
Trainee Customer Service Adviser - Motor and Personal inc High Net Worth
NFU Mutual Agency —Stamford
- Full-time
- Organisational skills
- Financial services
- Communication skills
- Annual leave
10d
Investment Marketing Executive
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Audit Associate
Saffery —Peterborough
- Full-time
- Hybrid work
- Travel
- IT
- Communication skills
- Profit sharing
- Annual leave
Business Services Assistant
Duncan & Toplis —Melton Mowbray
- Full-time
- IT
- Communication skills
Mortgage Adviser
Partnership Recruitment —Orton Longueville
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Leicester
- Full-time
- Hybrid work
- Communication skills
Assistant Manager, Accounts
Saffery —Peterborough
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Leadership
- Profit sharing
- Annual leave
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
9d
Buddhist Chaplain
Sodexo —Peterborough
- £2,988 a month
- English
- Employee assistance programme
- Employee discount
Quick apply
Audit Lead
Duncan & Toplis —Leicester
- Full-time
- IT
- Communication skills
Administrator
Carlton Mays —Leicester
- Up to £32,000 a year
- Full-time
- Microsoft Word
- Customer service
- Accounting
- Work from home
- Life insurance
Quick apply
Senior Wealth Management Administrator
Willday Wealth Management —Leicester
- £28,000 - £36,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Gym membership
Quick apply
10d
M&A Tax Associate Director
RSM UK —Leicester
- Full-time
- Hybrid work
- Business development
- Project management
- Tax experience
Internal Audit Senior Consultant - International Development
RSM UK —Leicester
- Full-time
- Hybrid work
- Master's degree
- Travel
- Annual leave
Corporate Tax Manager
RSM UK —Leicester
- Full-time
- Hybrid work
- Tax experience
Consulting Technical Assistant Manager / Supervisor
RSM UK —Leicester
- Full-time
- Travel
- Accounting
- Organisational skills

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financial adviser jobs near ashley, nth

Pensions & Investment Administrative Associate

Quai Digital
Peterborough

Quick apply

Job details

Temporary | Full-time
£24,000 - £26,000 a year
1 hour ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Microsoft Excel
GCSE
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Overall purpose of the job:

Reporting into the Administration Team Leader, it is the responsibility of the

Pensions & Investment Associates to complete a multitude of varied processes for our clients whilst ensuring adherence to all Service Level Agreements and maintaining excellent attention to detail and customer service.

Main Activities:

- Processing and checking all aspects of product and investment administration,

for SIPP, PP, ISA, GIA, LISA

- Liaising with our clients via email regarding their investor’s accounts

- Ensuring that all tasks are completed within SLA

- Completion of all regular daily, weekly, and monthly tasks following a team

checklist

- Help to manage a very busy mailbox with queries from clients, Independent

Financial Advisers, and Product Providers

- Organisation of the daily post received and distributing of workload within the

team

- Ensuring that all team members receive regular and relevant feedback following

the checking of their work

- Assisting in the cross training of all team members

- Documenting new and reviewing existing procedures to ensure that they are

always kept up to date and can be used as a training aid

- Evaluating current processes and proposing efficiencies to the Team Leader

- Providing assistance with internal projects and new client on boarding

- Completing ad hoc administration support for the Team Leader & Operations

Manager

Knowledge, Skills, and Personality:

- Previous experience and knowledge of retail financial products (SIPP, ISA, GIA,

LISA) is highly desirable

- Excellent communication skills (verbal and written) and the ability to liaise with

employees across all levels

- Ability to work within an extremely challenging and busy environment

- Have a passion for providing excellent customer service to our clients and their

investors

- Highly organised, with the ability to prioritise workloads and have excellent

attention to detail

- Be flexible and a strong team player to collectively achieve deadlines

- Have a positive and can do attitude

- Diplomatic and professional at all times

Education, qualifications, and special training:

- A qualification in pension administration is desirable

- A good working knowledge of Microsoft Office, especially Excel

- Maths and English GCSE Grade C or above (or equivalent)

Quai welcomes everyone and embraces diversity and equal opportunities for all. We are committed to creating an inclusive team with a variety of backgrounds, perspectives, and skills. We celebrate difference and encourage everyone to be themselves at work

Pay: £24,000.00-£26,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Experience:

Administrative: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in ashley, nth

Pensions & Investment Administrative Associate

Trainee Mortgage Adviser

Employment Adviser

Client Liason Administrator

Trainee Customer Service Adviser - Motor and Personal inc High Net Worth

Investment Marketing Executive

Audit Associate

Business Services Assistant

Mortgage Adviser

Senior/Principal Consultant – Fraud Risk Services

Assistant Manager, Accounts

Paraplanner

Buddhist Chaplain

Audit Lead

Administrator

Senior Wealth Management Administrator

M&A Tax Associate Director

Internal Audit Senior Consultant - International Development

Corporate Tax Manager

Consulting Technical Assistant Manager / Supervisor

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