finance Work, Jobs in doncaster, eng (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
Assistant Finance Manager
Rotherham Doncaster and South Humber NHS Foundation Trust —Doncaster
- £32,073 - £39,043 a year
- Full-time
3d
Finance Assistant
GreenSpark Environmental Ltd —Doncaster
- Full-time
- Sales
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
3d
Purchase Ledger Clerk
Keepmoat Homes —Doncaster
- Full-time
- Microsoft Excel
- Accounting
- Communication skills
- Employee discount
Finance Manager
Delta Academies Trust —Doncaster
- £39,862 - £44,075 a year
- Full-time
- English
- School
2d
Accounts Assistant
Vertu Motors —Doncaster
- £24,784.50 a year
- Full-time
- Microsoft Excel
- No experience needed
- Organisational skills
- Employee discount
Quick apply
11d
Accounts Assistant
Riverside Motors —Doncaster
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
- Referral programme
Credit Controller
Sentry Doors —Doncaster
- From £28,000 a year
- Full-time
- Accounting
- QuickBooks
- IT
- Health & wellbeing programme
Quick apply
11d
Directorate Finance Manager (CDC)
Doncaster City Council —Doncaster
- £58,992 - £62,720 a year
- Full-time
- Hybrid work
- Leadership
- Employee discount
Commercial Relationship Manager, Lombard Asset Finance
National Westminster Bank PLC —Doncaster
- £30,855 a year
- Full-time
- Hybrid work
- Sales
- Annual leave
Mortgage Advisor
The Mortgage Experts —Doncaster
- £60,000 - £100,000 a year
- Remote
Finance Controller
Kensa Health —Barnsley
- £65,000 - £80,000 a year
- Full-time
- Hybrid work
Quick apply
8d
Finance Manager
Doncaster SME Recruitment —Doncaster
- £34,000 - £40,000 a year
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
Quick apply
Commercial Finance Analyst
Card Factory —Wakefield
- From £30,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
Mortgage Case Manager
Believe Money Group —Doncaster
- From £24,000 a year
- Full-time
- Customer service
- Basic maths
- English
- Gym membership
Quick apply
Sales Revenue Coordinator
Arena Racing Company —Doncaster
- Full-time
- Sales
- Organisational skills
- Communication skills
Strategy Analyst
ivolve Care and Support —Chesterfield
- Up to £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Financial Analyst - Operations
ivolve Care and Support —Chesterfield
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
Accounts and Tax Assistant
Verion Accountancy Limited —Mansfield Woodhouse
- £24,420 - £36,000 a year
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Communication skills
Quick apply
Finance Business Partner
Card Factory —Wakefield
- From £55,000 a year
- Hybrid work
- Microsoft Powerpoint
- Accounting
- Communication skills

I want to receive the latest job alerts for finance in doncaster, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

finance jobs in doncaster, eng

Financial Advisor Administrator

Assistant Finance Manager

Finance Assistant

Purchase Ledger Clerk

Finance Manager

Accounts Assistant

Accounts Assistant

Credit Controller

Directorate Finance Manager (CDC)

Commercial Relationship Manager, Lombard Asset Finance

Mortgage Advisor

Finance Controller

Finance Manager

Commercial Finance Analyst

Mortgage Case Manager

Sales Revenue Coordinator

Strategy Analyst

Financial Analyst - Operations

Accounts and Tax Assistant

Finance Business Partner

I want to receive the latest job alerts for finance in doncaster, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected