My pension expert Work, Jobs in Doncaster Dn6 (with Salaries)

Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- CRM software
- Customer service
- Data entry
- Referral programme
Quick apply
6d
Sales Ledger Assistant
Radar Healthcare —Leeds
- Up to £35,000 a year
- Remote
- Communication skills
- Work from home
- Employee assistance programme
Quick apply
7d
Senior Telephone Sales Executive
My Pension Expert —Doncaster
- £28,400 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Annual leave
- Employee assistance programme
Quick apply
6d
Customer Experience & Venue All-Rounder
Somewhere Different —Sheffield
- From £12.71 an hour
- Part-time
- Serving
- Management
- Experience working with children
- Employee discount
Quick apply
10d
Complex Product Support Associate
Tes Global —Sheffield
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Associate System Administrator
Tes Global —Sheffield
- £25,000 - £35,000 a year
- Full-time
- CRM software
- ERP systems
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Platform Engineer
Radar Healthcare —Leeds
- Remote
- Work from home
- Employee assistance programme
Quick apply
Retail Sales Advisor - Sheffield
Oak Furnitureland —Sheffield
- £48,246 - £53,279 a year
- Full-time
- Customer service
- Retail sales
- Free parking
- Employee assistance programme
Head of Engineering
Radar Healthcare —Leeds
- Hybrid work
- AI
- SDLC
- Work from home
- Employee assistance programme
Quick apply
Employee Relations Policy Advisor
Royal Mail Group —Darnall
- Full-time
- Hybrid work
- Continuous improvement
- Human resources
- Organisational skills
- Annual leave
- Sick pay
Pastoral Support Worker (Scale 4 Care Team)
Springwell Leeds Academy —Leeds
- £22,680 - £24,174 a year
- Experience working with children
- Leadership
12d
Market Street Manager
Morrisons —York
- Retail management
- Leadership
- School
- Annual leave
- Employee discount
Quick apply
Healthcare Assistant
Apollo Home Healthcare —Doncaster
- £14.50 - £16.00 an hour
- Part-time
- Patient care
- In-person
- Annual leave
- Referral programme
Quick apply
Learning and Development Trainer
Yorkshire Housing —Leeds
- £42,310.80 a year
- Presentation skills
- Agile
- Training & development
- Annual leave
- Employee discount
5d
Regional Security Manager
HM Revenue and Customs —Leeds
- £37,682 - £40,705 a year
- Full-time
- Hybrid work
- Writing skills
- Presentation skills
- Work from home
12d
Software Engineer
Tes Global —Sheffield
- £40,000 - £60,000 a year
- Full-time
- Communication skills
- School
- Annual leave
- Employee assistance programme
Quick apply
Retail Sales Advisor - Birstall
Oak Furnitureland —Leeds
- £42,000 - £45,000 a year
- Full-time
- Customer service
- Retail sales
- Free parking
- Employee assistance programme
5d
Lead Product Marketing Manager
Tes Global —Sheffield
- £60,000 - £68,000 a year
- Full-time
- Analysis skills
- Team management
- School
- Annual leave
- Employee assistance programme
Quick apply
6d
Live in Carer
Apollo Home Healthcare —Retford
- £1,200 a week
- Part-time
- In-person
- Annual leave
- Referral programme
Senior Business Systems Administrator
Tes Global —Sheffield
- £60,000 - £65,000 a year
- Full-time
- Continuous improvement
- No degree
- Mentoring
- Annual leave
- Employee assistance programme
Quick apply

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
6 days ago

Benefits

Casual dress
Cycle to work scheme
Company pension
Company events
Referral programme
On-site parking

Qualifications

CRM software
Financial Conduct Authority guidelines
Pension
Customer service
GCSE
Case note recording
Case record updates
Microsoft Office Suite
Data entry
Customer support
Financial services
Customer interaction
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

my pension expert jobs in doncaster dn6

Financial Advisor Administrator

Sales Ledger Assistant

Senior Telephone Sales Executive

Customer Experience & Venue All-Rounder

Complex Product Support Associate

Associate System Administrator

Platform Engineer

Retail Sales Advisor - Sheffield

Head of Engineering

Employee Relations Policy Advisor

Pastoral Support Worker (Scale 4 Care Team)

Market Street Manager

Healthcare Assistant

Learning and Development Trainer

Regional Security Manager

Software Engineer

Retail Sales Advisor - Birstall

Lead Product Marketing Manager

Live in Carer

Senior Business Systems Administrator

I want to receive the latest job alerts for my pension expert in doncaster dn6

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