Finance Work, Jobs in Goldthorpe, 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
14d
Finance officer – Sales Ledger
NOCN Group —Sheffield
- £31,065 - £34,159 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
Quick apply
10d
Assistant Finance Business Partner
University of Sheffield —Sheffield
- £32,080 - £36,636 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- ERP systems
- Annual leave
- Employee discount
Finance Assistant
Tes Global —Sheffield
- £26,091 - £27,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- Accounting
- Annual leave
- Employee assistance programme
Quick apply
10d
Construction Management Accountant – Financial Reporting
LNT Care Developments Group —Garforth
- Full-time
- Analysis skills
- Accounting
Group Financial Accountant
Keepmoat Homes —Doncaster
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Finance Assistant
AmcoGiffen —Barnsley
- £28,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Accounting
- Life insurance
Quick apply
13d
Assistant Finance Manager
GXO Logistics —Selby
- Up to £36,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- In-person
- Annual leave
- Employee assistance programme
Part-Time Financial Advisory Services Administrator (3 Days per week)
Fyfe Financial —Sheffield
- £16,800 - £19,200 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Annual leave
Quick apply
6d
Accounts & Data Analyst
Footprint Recycling —Huddersfield
- £32,000 a year
- Full-time
- Data entry
- In-person
Quick apply
Sales Ledger Clerk/Credit Controller
Ford Windows Ltd —Sheffield
- £25,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- Microsoft Office
- Free parking
- Annual leave
Quick apply
4d
Payroll/Accounts Assistant
Black Diamond Security —Doncaster
- £28,000.00 - £32,078.95 a year
- Full-time
- Analysis skills
- Accounting
- Human resources
- Free parking
Quick apply
3d
Accounts Payable and Receivable Assistant
Brightwell —Chesterfield
- Microsoft Excel
- Sales
- Microsoft Office
- Free parking
- Employee assistance programme
13d
Accounts Assistant
Abbey Glen Ltd —Sheffield
- £24,420 - £28,000 a year
- Full-time
- ERP systems
- Accounting
- Data entry
Quick apply
14d
Sales Ledger Assistant
2 Sisters Food Group —Wakefield
- Temporary
- Hybrid work
- Administrative experience
- Bakery
- Communication skills
- Annual leave
- Employee assistance programme
Accounts Assistant
TG Commercials —Rotherham
- Part-time
- Microsoft Excel
- English
- Accounting
- Free parking
Quick apply
Assistant Finance Business Partner
Leeds City Council —Leeds
- £39,862 - £42,839 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Windows
- Annual leave
14d
Financial Planning and Analysis Analyst
Keepmoat Homes —Doncaster
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
Commercial Relationship Manager, Lombard Asset Finance
National Westminster Bank PLC —Doncaster
- £30,855 a year
- Full-time
- Hybrid work
- Sales
- Annual leave
Looker Developer / BI Analyst
Tes Global —Sheffield
- £40,000 - £50,000 a year
- Full-time
- SQL
- AWS
- Analysis skills
- 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
14 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 goldthorpe, syk

Financial Advisor Administrator

Finance officer – Sales Ledger

Assistant Finance Business Partner

Finance Assistant

Construction Management Accountant – Financial Reporting

Group Financial Accountant

Finance Assistant

Assistant Finance Manager

Part-Time Financial Advisory Services Administrator (3 Days per week)

Accounts & Data Analyst

Sales Ledger Clerk/Credit Controller

Payroll/Accounts Assistant

Accounts Payable and Receivable Assistant

Accounts Assistant

Sales Ledger Assistant

Accounts Assistant

Assistant Finance Business Partner

Financial Planning and Analysis Analyst

Commercial Relationship Manager, Lombard Asset Finance

Looker Developer / BI Analyst

I want to receive the latest job alerts for finance in goldthorpe, syk

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