Financial advisor Work, Jobs in Doncaster (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
5d
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
4d
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
4d
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
4d
Customer Service Advisor
CBRE —Doncaster
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Employee discount
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
BMW Customer Collections Advisor
Concentrix —Rotherham
- £26,520 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
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
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
Customer Service Advisor
MSI Reproductive Choices UK —Rotherham
- £25,528.04 a year
- Full-time
- Hybrid work
- Paid training
- Employee assistance programme
3d
SEND Advisor
The Sheffield College —Sheffield
- £33,160 - £37,283 a year
- Full-time
- Free parking
- Annual leave
10d
Delivery Partner Manager, UK/IE Delivery Partner Managers, Last Mile Field DSP
Amazon UK Services Ltd. —Doncaster
- Weekend availability
- Oracle
- Salesforce
- English
4d
Finance Accountant
CK Rail Limited —Chesterfield
- £50,000 - £60,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Contracts
- Free parking
- Employee discount
Quick apply
Service Advisor
Marshall Motor Group —Scunthorpe
- £30,761 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
HR Advisor
Forza Foods Ltd —Pontefract
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Store discount
11d
Employee Relations Policy Advisor
Royal Mail Group —Sheffield
- Full-time
- Hybrid work
- Management
- Analysis skills
- Human resources
- Annual leave
- Sick pay
1d
Microsoft Licensing Specialist
BCN Group —Leeds
- Up to £40,000 a year
- Full-time
- Hybrid work
- Azure
- Sales
- SQL
- Annual leave
- Employee assistance programme
Quick apply
Enterprise Architect - Energy & Utilities
NTT Ltd —Epworth
- Hybrid work
- Azure
- Oracle
- Computer Science
Advisor - Supply Chain
IPL —Normanton
- Microsoft Access
- ERP systems
- IT
- Free parking
- Store discount
9d
Senior HROD Advisor - Resourcing
Sheffield Hallam University —Sheffield
- £39,906 - £44,746 a year
- Part-time
- University

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
5 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 doncaster

Financial Advisor Administrator

Senior Service Advisor | Cars2 Lepas Doncaster

Mortgage Advisor Second Charge

Second Charge Case Manager

Customer Service Advisor

HR Advisor

BMW Customer Collections Advisor

Will Writing & Estate Planning Advisor - | Full Training |

Finance Director (Temporary - Maternity Cover)

Customer Service Advisor

SEND Advisor

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

Finance Accountant

Service Advisor

HR Advisor

Employee Relations Policy Advisor

Microsoft Licensing Specialist

Enterprise Architect - Energy & Utilities

Advisor - Supply Chain

Senior HROD Advisor - Resourcing

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

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