Financial advisor Work, Jobs in Barnsley (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
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
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
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
6d
Customer Service Advisor
MSI Reproductive Choices UK —Rotherham
- £25,528.04 a year
- Full-time
- Hybrid work
- Paid training
- Employee assistance programme
5d
Finance Director (Temporary - Maternity Cover)
Bluetree Group —Rotherham
- £100,000 - £130,000 a year
- Temporary
- Accounting
- Leadership
- Tax experience
- Free parking
- Annual leave
Quick apply
BMW Customer Collections Advisor
Concentrix —Rotherham
- £26,520 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
People Advisor
TIEVA —Leeds
- £35,000 a year
- Full-time
- Data analysis skills
- Human resources
- IT
- Employee assistance programme
- Life insurance
Quick apply
Financial Controller
STRAT7 —Leeds
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Quick apply
Collections Customer Service Advisor
Yorkshire Water —Bradford
- £27,417 - £31,942 a year
- Rotating shift
- Hybrid work
- Customer service
- IT
- Communication skills
- Free parking
- Annual leave
Customer Help Desk Advisor
JLA —Sowerby Bridge
- £25,272 a year
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Computer literacy
- Free parking
- Annual leave
Quick apply
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
Marketing Manager
CGI —Leeds
- Full-time
- Marketing
- Bachelor's degree
- IT
Quick apply
Lindt Chocolate Advisor
Lindt Careers —Leeds
- Bar
- Analysis skills
- IT
Housing Advisor
Leeds City Council —Leeds
- £28,598 - £31,022 a year
- Full-time
- Analysis skills
- Communication skills
- Annual leave
9d
Team Manager
Leeds City Council —Leeds
- £51,356 - £54,495 a year
- Temporary
- Master's degree
- Supervising experience
- Bachelor's degree
- Annual leave
7d
SEND Advisor
The Sheffield College —Sheffield
- £33,160 - £37,283 a year
- Full-time
- Free parking
- Annual leave
12d
Business Controller
Sulzer —Leeds
- Full-time
- Data analysis skills
- Employee assistance programme
- Employee discount
Customer Service Advisor
Yorkshire Building Society —Chesterfield
- £19,600 a year
- Customer service
- Financial services
- Free parking
Employee Relations Policy Advisor
Royal Mail Group —Sheffield
- Full-time
- Hybrid work
- Management
- Analysis skills
- Human resources
- Annual leave
- Sick pay
3d

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financial advisor jobs near barnsley

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 advisor jobs in barnsley

Financial Advisor Administrator

HR Advisor

Will Writing & Estate Planning Advisor - | Full Training |

Mortgage Advisor Second Charge

Customer Service Advisor

Finance Director (Temporary - Maternity Cover)

BMW Customer Collections Advisor

People Advisor

Financial Controller

Collections Customer Service Advisor

Customer Help Desk Advisor

Independent Financial Advisor

Marketing Manager

Lindt Chocolate Advisor

Housing Advisor

Team Manager

SEND Advisor

Business Controller

Customer Service Advisor

Employee Relations Policy Advisor

I want to receive the latest job alerts for financial advisor in barnsley

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