Financial advisor Work, Jobs in Askern, 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
10d
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
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
10d
CEO & Finance Director (Qualified Accountant)
Congregation of Jesus Charitable Trust —York
- £80,000 - £85,000 a year
- Full-time
- Bar
- Management
- Team management
- Employee discount
Quick apply
14d
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
10d
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
10d
Delivery Partner Manager, UK/IE Delivery Partner Managers, Last Mile Field DSP
Amazon UK Services Ltd. —Doncaster
- Weekend availability
- Oracle
- Salesforce
- English
9d
People Advisor
TIEVA —Leeds
- £35,000 a year
- Full-time
- Data analysis skills
- Human resources
- IT
- Employee assistance programme
- Life insurance
Quick apply
HR Advisor
Forza Foods Ltd —Pontefract
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Store discount
Marketing Manager
CGI —Leeds
- Full-time
- Marketing
- Bachelor's degree
- IT
Quick apply
Student Accommodation Booking Advisor
UniHomes —Sheffield
- Up to £35,000 a year
- Weekend availability
- CRM software
- Sales
- Salesforce
- Employee discount
- Referral programme
Quick apply
7d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Communication skills
- Tax experience
- Free parking
- Employee discount
Business Controller
Sulzer —Leeds
- Full-time
- Data analysis skills
- Employee assistance programme
- Employee discount
Financial Controller
STRAT7 —Leeds
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Quick apply
Employee Relations Policy Advisor
Royal Mail Group —Sheffield
- Full-time
- Hybrid work
- Management
- Analysis skills
- Human resources
- Annual leave
- Sick pay
6d
Commercial Finance Business Partner
Haribo UK —Castleford
- Full-time
- Hybrid work
- Microsoft Excel
- Travel
- Free parking
- Employee discount
7d
In Custody Careers Advisor
Ingeus —Doncaster
- £13,572 a year
- Part-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
1d
Associate Director - FM Operational Readiness
Turner & Townsend —Sheffield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Corporate Finance & Advisory Specialist
IMG Advisors Ltd. —Leeds
- £88,000 a year
- Analysis skills
- Bachelor's degree
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
5d
Advisor - Supply Chain
IPL —Normanton
- Microsoft Access
- ERP systems
- IT
- Free parking
- Store discount
14d

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
10 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 askern, syk

Financial Advisor Administrator

HR Advisor

Senior Service Advisor | Cars2 Lepas Doncaster

CEO & Finance Director (Qualified Accountant)

Mortgage Advisor Second Charge

Second Charge Case Manager

Delivery Partner Manager, UK/IE Delivery Partner Managers, Last Mile Field DSP

People Advisor

HR Advisor

Marketing Manager

Student Accommodation Booking Advisor

Independent Financial Advisor

Business Controller

Financial Controller

Employee Relations Policy Advisor

Commercial Finance Business Partner

In Custody Careers Advisor

Associate Director - FM Operational Readiness

Corporate Finance & Advisory Specialist

Advisor - Supply Chain

I want to receive the latest job alerts for financial advisor in askern, syk

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