Financial advisor Work, Jobs in Great Sankey, Chs (with Salaries)

Customer Banking Agent
Capita —Warrington
- £27,032 - £30,032 a year
- Full-time
- Hybrid work
- Computer literacy
- Organisational skills
- Financial services
- Annual leave
- Work from home
14d
HR Advisor
Betfred —Warrington
- Full-time
- Analysis skills
- Travel
- Human resources
- Employee assistance programme
Quick apply
Financial Controller
Resulting Limited —Warrington
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Life insurance
- Referral programme
Quick apply
Pre-Litigation paralegal
Principia Law —Northwich
- £25,004 - £28,481 a year
- Hybrid work
- Analysis skills
- Organisational skills
- Annual leave
- Employee discount
Quick apply
Experienced Debt Advisors - IVA and/or Corporate Insolvency
Guardian Group of Companies —Chorley
- £30,000 - £50,000 a year
- Full-time
- Financial services
- In-person
- Time management
- Free parking
Quick apply
13d
Head of People (Bury Head Office, with regular travel to Preston and Oswestry)
Dunsters Farm —Bury
- Monday to Friday
- Management
- Travel
- Human resources
- Free parking
- Health & wellbeing programme
Quick apply
12d
Senior HR Advisor
Betfred —Warrington
- Full-time
- Project management
- Travel
- Human resources
- Employee assistance programme
Quick apply
Mortgage Advisor
The Mortgage Experts —Golborne
- £60,000 - £100,000 a year
- Remote
Quick apply
Assistant Financial Accountant
HKA —Warrington
- Hybrid work
- Analysis skills
- Accounting
- Communication skills
Quick apply
Customer Support Administrator (Debt Advice)
Angel Advance —Warrington
- £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
6d
Paralegal (Commercial Litigation)
Forbes Solicitors —Preston
- Full-time
- Hybrid work
- Microsoft Outlook
- Business development
- IT
- Annual leave
- Employee discount
14d
Director of Accounting and Finance Systems
Sinclair —Chester
- Hybrid work
- ERP systems
- Accounting
- Tax experience
Sales Advisor
The White Company —Trafford
- Customer service
- Employee discount
Junior Commercial Advisor
Verisure Services (UK) Limited —Warrington
- £3,800 a month
- Full-time
Quick apply
Change of Tenancy Advisor
Clear Business —Sale
- £25,870 - £29,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Negotiation
- Free parking
- Annual leave
Quick apply
Finance & Administration Manager
Pinpoint Consumer Electronics Ltd —Winsford
- £36,000 - £38,000 a year
- Full-time
- Hybrid work
- Time management
- Free parking
- Profit sharing
Quick apply
5d
Head Of Finance
EG Group —Horwich
- From £95,000 a year
- Full-time
- Hybrid work
- Leadership
- Free parking
- Annual leave
Trainee IVA Advisor - Cheadle, Stockport (Office Based)
My Debt Plan —Cheadle
- £27,000 - £50,000 a year
- Full-time
- Data entry
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
Global Account Manager - Institutional Division (Remote)
Ecolab Inc. —Manchester
- Remote
- Microsoft Powerpoint
- Hospitality
- Sales
Specialist Customer Care
Barclays —Knutsford
- £27,700 a year
- Customer service
- Computer literacy
- Administrative experience

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financial advisor jobs near great sankey, chs

Customer Banking Agent

Capita -
Warrington

Apply Now

Job details

Full-time
£27,032 - £30,032 a year
14 days ago

Benefits

Annual leave
Work from home

Qualifications

Computer literacy
Organisational skills
Financial services
Communication skills
Banking

Full job description

Banking Agent - Lloyds Banking Group (LBG)

OTE Salary: £30,032

Hours:
Monday–Friday: 8:00am–6:00pm
Saturday: 9:00am–5:00pm (rota basis)

The first 8 weeks of training are a critical phase, and we would encourage avoiding annual leave during this period. Any leave requests from week 9 to week 22 can be considered, subject to business approval.

This will be a 6 week rotation and there is no option to choose a fixed shift line.

Enjoy a flexible working journey – achieve your performance milestones and unlock hybrid working from month 4, with the opportunity to work from home full-time by month 6.

About the Role:
We’re looking for motivated, collections Banking Agents to join Lloyds Banking Group. In this role, you’ll play a vital part in supporting customers who may be experiencing vulnerability or financial difficulty.

You’ll provide clear, compliant, and empathetic support, ensuring customers receive fair outcomes and feel understood at every stage of their journey. By listening carefully, identifying individual needs, and applying appropriate support measures, you’ll help customers make informed decisions about their finances.

This is a fantastic opportunity to build a long-term career in financial services, whether you’re bringing existing experience or taking your next step within a structured, supportive, and well regulated banking environment that prioritises colleague development and customer wellbeing.

Job title:

Customer Banking Agent

Job Description:

What You’ll Be Doing

Supporting customers with a wide range of banking collections queries, including those who may be in vulnerable or challenging circumstances
Using online systems to accurately document customer account information, adhering to data privacy legislation.
Provides a first point of contact service resolution for the customer, educating customers on the alternative options available for the service being supported
Providing clear, accurate, and professional guidance, tailored to individual customer needs
Ensuring regulatory compliance
In the case of collections activity, determines reason for customer payment delinquency and obtains payment commitment.
More experienced Advisors will support the Team Leader by mentoring and supporting team members to improve customer satisfaction and efficiency metrics within the business area
Identifying signs of vulnerability and taking appropriate action to ensure customers receive the right support
Handling customer complaints with care and professionalism, taking ownership to investigate issues thoroughly and resolve them fairly and effectively
Accurately recording customer interactions, actions, and decisions across multiple banking systems to ensure consistency, auditability, and quality outcomes
Using systems and processes confidently to support decision making and ensure the right outcome is delivered first time
Offering suitable solutions while balancing customer wellbeing with regulatory and risk requirements
Working collaboratively within a supportive, high performing team to deliver positive outcomes
Developing your understanding of vulnerability, financial wellbeing, and banking products through ongoing learning and training

What We’re Looking For

Excellent interpersonal and organisational skills
Analytical, investigatory and problem-solving skills
Highly effective verbal and written communication skills, to include a high standard of vocabulary & grammar
Ability to demonstrate empathy and ownership of customer and their financial position and available options available
Telephone and computer literate.
Understanding of OFCOM & FCA regulatory requirements is essential
Strong communication and active listening skills, with the ability to engage sensitively with customers who may be vulnerable or experiencing financial difficulty

A genuine commitment to delivering fair, respectful, and supportive customer outcomes
The ability to work confidently within regulated processes, policies, and vulnerability guidelines
Confidence using systems and technology to accurately record information and support customer needs
A positive, resilient attitude with a willingness to learn and continuously develop your skills and knowledge
A strong commitment to the role, including reliable attendance and punctuality, recognising the importance of consistent customer support and actively engaging in your own development journey through training, coaching, and learning opportunities
Someone who is prepared to be coached, open to feedback, and comfortable with accountability to continuously improve performance and outcomes

Previous banking or contact centre experience is beneficial but not essential — full training will be provided , including support around identifying vulnerability and delivering appropriate customer care.

Career Progression & Development

At LBG, your development matters. We are proud of our strong internal progression culture , with around 20% of colleagues currently on a progression plan into roles such as:

Coach
Trainer
Subject Matter Expert (SME)
Team Manager

You’ll be supported with structured learning, on‑the‑job coaching, and clear pathways to help you reach your career goals.

What You’ll Get

On‑Target Earnings (OTE) of up to £30,032 , including performance‑related bonuses in the first 12 months
Guaranteed base salary of £27,032
Up to £3,000 available through a range of bonus schemes
Structured training programme with ongoing learning and development support
Clear progression opportunities across multiple career pathways
A supportive, inclusive team environment within a trusted UK banking organisation
A meaningful role where your work genuinely makes a difference to customers’ lives
The opportunity to work from home once you have successfully completed the training programme (approximately 22 weeks). You will be required to work full‑time in the office until this point.

What will happen next:

Choose apply now to fill out our short application

Your application will be reviewed by our recruitment team

You will be invited to attend a video interview with a member of the recruitment team

If you are successful at the first interview stage, you will be invited to attend an onsite assessment centre at our office in Warrington.

Location:

Warrington

United Kingdom

Time Type:

Full time

Contract Type:

Permanent

Apply Now

Refine Your Search

financial advisor jobs in great sankey, chs

Customer Banking Agent

HR Advisor

Financial Controller

Pre-Litigation paralegal

Experienced Debt Advisors - IVA and/or Corporate Insolvency

Head of People (Bury Head Office, with regular travel to Preston and Oswestry)

Senior HR Advisor

Mortgage Advisor

Assistant Financial Accountant

Customer Support Administrator (Debt Advice)

Paralegal (Commercial Litigation)

Director of Accounting and Finance Systems

Sales Advisor

Junior Commercial Advisor

Change of Tenancy Advisor

Finance & Administration Manager

Head Of Finance

Trainee IVA Advisor - Cheadle, Stockport (Office Based)

Global Account Manager - Institutional Division (Remote)

Specialist Customer Care

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