financial administrator Work, Jobs in doncaster dn6 (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
7d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Service Administrator
Aggreko —Doncaster
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Administrator
PPG Health In Justice —Leeds
- Up to £28,574 a year
- Monday to Friday
- Annual leave
- Employee discount
Insolvency Administrator
Abbey Taylor Jones Limited —Doncaster
- Up to £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
6d
Senior Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Administrator
Achieve Together —Scunthorpe
- £13.90 an hour
- Part-time
- Annual leave
- Employee discount
15h
CMMS Administrator
CBRE —Doncaster
- Full-time
- Maintenance
- Administrative experience
- Time management
- Employee discount
Curriculum Administration Co-ordinator
The Sheffield College —Sheffield
- £28,760 - £33,563 a year
- Full-time
- Free parking
- Annual leave
8d
Financial Planning Administrator
Exchange Street Claims & Financial Services —Wetherby
- £35,000 a year
- Hybrid work
- Free parking
Weighbridge Administrator
EMR UK —Leeds
- IT
- Annual leave
Financial Services Administrator
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Recruitment Administrator
Doncaster College —Doncaster
- £24,826 - £25,511 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Annual leave
- Employee discount
8d
Finance Administrator
thebigword —Leeds
- £24,851.23 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Communication skills
Quick apply
Admin (Care Home)
Dunniwood Lodge Care Home —Doncaster
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Financial Administrator
Bupa —Sheffield
- £15,854 - £20,159 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Administrator (Part Time)
PPG Health In Justice —Wetherby
- Up to £28,574 a year
- Monday to Friday
- Microsoft Excel
- School
- Annual leave
- Employee discount
14d
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
5d
Fleet Administrator
Zenith —Leeds
- £27,060.80 a year
- IT
- Communication skills
- Free parking
- Annual leave
Facilities Support Administrator
CGI —Leeds
- Full-time
- Customer service
- Administrative experience
- Travel
Quick apply

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financial administrator jobs near doncaster dn6

Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
7 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 administrator jobs in doncaster dn6

Financial Advisor Administrator

Financial Planning Administrator

Service Administrator

Administrator

Insolvency Administrator

Senior Financial Planning Administrator

Administrator

CMMS Administrator

Curriculum Administration Co-ordinator

Financial Planning Administrator

Weighbridge Administrator

Financial Services Administrator

Recruitment Administrator

Finance Administrator

Admin (Care Home)

Financial Administrator

Administrator (Part Time)

Client Implementation Associate

Fleet Administrator

Facilities Support Administrator

I want to receive the latest job alerts for financial administrator in doncaster dn6

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