Financial adviser Work, Jobs in Hessle, Ery (with Salaries)

Insurance Adviser
Hedon Insurance —Kingston upon Hull
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Employee discount
Quick apply
5d
Trainee Financial Planner/Adviser
Informed Financial Planning —Hessle
- £37,000 - £43,000 a year
- Full-time
- English
- Financial services
- In-person
- Free parking
- Flexitime
Quick apply
Paraplanner
Informed Financial Planning —Hessle
- £31,584 - £43,134 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
- Free parking
Quick apply
Employment Adviser
Reed In Partnership —Kingston upon Hull
- £28,000 - £30,000 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
Senior Paraplanner
Informed Financial Planning —Hessle
- £38,514 - £45,864 a year
- Full-time
- English
- Mentoring
- Financial services
- Free parking
Quick apply
Finance Advisor
Xzone Media Ltd —Kingston upon Hull
- £24,420 - £34,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor's degree
- Accounting
- Free parking
Quick apply
Audit Experience Programme - Hull - October 2026
RSM UK —Kingston upon Hull
- Full-time
Audit Manager
RSM UK —Kingston upon Hull
- Full-time
- Project management
Financial Adviser
Partnership Recruitment —Winterton
- Sales
- Customer service
- Organisational skills
IFA Administrator
Recruit Wealth —Market Rasen
- £28,000 - £30,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
2d
Corporate Tax Associate
RSM UK —Kingston upon Hull
- Full-time
- Organisational skills
- Tax experience
Football Coach
Doncaster College —Scunthorpe
- £27,944 - £30,468 a year
- Part-time
- Communication skills
- Annual leave
Protection Adviser
Partnership Recruitment —Winterton
- Customer service
- Organisational skills
- Communication skills
Safeguarding Case Worker
Doncaster College —Scunthorpe
- £27,944 - £30,468 a year
- Part-time
- Communication skills
- Annual leave
- Employee discount
9d
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Kingston upon Hull
- Full-time
- Hybrid work
- Communication skills
Consulting Technical Assistant Manager / Supervisor
RSM UK —Kingston upon Hull
- Full-time
- Supervising experience
- Travel
- Accounting
Lecturer Heavy Vehicle
Doncaster College —Scunthorpe
- £33,787 - £42,766 a year
- Part-time
- English
- Annual leave
- Employee discount
5d
Early Years Practitioner - Part Time
Doncaster College —Scunthorpe
- £12,636.28 - £24,248.00 a year
- Part-time
- Communication skills
- Annual leave
- Employee discount
5d

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Trainee Financial Planner/Adviser
Informed Financial Planning —Hessle
2 year experience in Paraplanning. Dealing with day-to-day administration and handling follow-up tasks such as ensuring client files including Fact Find,…
£37,000 - £43,000 a year
Quick apply
Graduate Trainee Financial Adviser
Clarity Wealth Limited —Leeds
Assist with research and analysis of financial products to support recommendations. Coordinate with product providers and third-party organizations.
£25,000 a year
Quick apply

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Insurance Adviser

Hedon Insurance -
Kingston upon Hull

Quick apply

Job details

Permanent | Full-time
£25,000 - £26,000 a year
5 days ago

Benefits

Company pension
Company events
Employee discount

Qualifications

CRM software
Sales
Customer service
Sales administration
Microsoft Office
Administrative experience
Analysis skills
Quality assurance
Product development
IT
Financial services
Insurance sales
Communication skills
Negotiation

Full job description

Job Overview
The Insurance Adviser plays a key role in delivering high-quality insurance advice and exceptional customer service across our personal lines business. The role involves handling new business, renewals, mid-term adjustments, and customer enquiries efficiently and compliantly, ensuring that customers receive fair, transparent, and suitable insurance solutions. The Insurance Advisor will contribute directly to the team’s performance targets while upholding the company’s values, compliance standards, and commitment to treating customers fairly.

Duties

Customer Service & Sales

· Provide professional advice to customers on motor, home, and related personal lines insurance products.

· Handle enquiries via telephone, email, and in person in a courteous, efficient, and accurate manner.

· Offer suitable quotations, explain cover options clearly, and ensure customers understand their policy terms and benefits.

· Manage renewals proactively to maximise retention and customer satisfaction.

· Identify and convert cross-sell and up-sell opportunities where appropriate, ensuring recommendations are suitable and compliant.

· Maintain high standards of customer care in all interactions, in line with company values and regulatory expectations.

Policy Administration

· Accurately process new business, renewals, mid-term adjustments, and cancellations.

· Ensure all documentation is produced promptly, checked for accuracy, and filed according to company procedures.

· Update customer records to reflect all transactions and communications.

· Liaise with insurers and underwriters to obtain terms, resolve queries, and ensure smooth policy administration.

· Follow all internal workflow processes to maintain consistency and efficiency.

Compliance & Quality

· Comply with all FCA regulations and internal compliance procedures.

· Ensure customer outcomes meet the principles of Treating Customers Fairly (TCF) and Consumer Duty.

· Handle customer information in line with GDPR and data protection requirements.

· Participate in regular training and quality assurance reviews to maintain competence and product knowledge.

· Report any potential breaches or customer detriment promptly to the Team Manager.

Teamwork & Collaboration

· Work effectively within the team to meet collective targets for income, conversion, and retention.

· Support colleagues with workload during busy periods and share best practice across the team.

· Participate in team meetings, performance reviews, and training sessions.

· Provide feedback to the Team Manager to support process improvements and product development.

Skills & Experience

· Strong customer service and communication skills (verbal and written).

· Confidence in explaining insurance products and policy details clearly and professionally.

· High attention to detail with good administrative and IT skills.

· Ability to manage workload efficiently and meet deadlines.

· Understanding of FCA compliance principles (training can be provided).

Personal Attributes

· Customer-focused, professional, and empathetic communicator.

· Proactive and motivated, with a positive attitude toward targets and service quality.

· Reliable team player with strong interpersonal skills.

· Willingness to learn and develop within the role and business.

· Calm and resilient under pressure, maintaining accuracy and composure.

Performance Indicators (KPIs)

· Achievement of individual and team income, conversion, and retention targets.

· Quality assurance scores and compliance audit outcomes.

· Customer satisfaction and feedback results.

· Accuracy and timeliness of policy documentation.

· Contribution to team culture, collaboration, and development.

Experience

Proven experience in insurance sales or related roles such as telemarketing or customer service within the financial services sector
Strong negotiation skills with the ability to close sales effectively
Excellent communication skills, both verbal and written.
Excellent IT skills including the Microsoft Office suite
Demonstrated analysis skills to assess client needs and tailor solutions accordingly
Experience with sales administration tools and CRM systems such as Acturis
Ability to work independently as well as part of a team in a fast-paced environment
Knowledge of marketing principles relevant to insurance products is desirable

This role offers a rewarding career path for motivated individuals eager to develop their expertise in the insurance industry while delivering outstanding service to clients.

Pay: £25,000.00-£26,000.00 per year

Benefits:

Company events
Company pension
Employee discount

Application question(s):

How many years insurance experience do you have?
How long is your current notice period?

Experience:

Customer Service: 3 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in hessle, ery

Insurance Adviser

Trainee Financial Planner/Adviser

Paraplanner

Employment Adviser

Senior Paraplanner

Finance Advisor

Audit Experience Programme - Hull - October 2026

Audit Manager

Financial Adviser

IFA Administrator

Corporate Tax Associate

Football Coach

Protection Adviser

Safeguarding Case Worker

Senior/Principal Consultant – Fraud Risk Services

Consulting Technical Assistant Manager / Supervisor

Lecturer Heavy Vehicle

Early Years Practitioner - Part Time

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