Financial services Work, Jobs in Kingston Upon Hull, Eng (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
Payroll Assistant
Harris Lacey and Swain —Hessle
- £28,500 a year
- Part-time
- Hybrid work
- Free parking
- Health & wellbeing programme
Quick apply
3d
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
AML Officer
Wilkin Chapman Solicitor —Kingston upon Hull
- Full-time
Warranty Engineer
Victory Leisure Homes —Kingston upon Hull
- £43,000 - £49,000 a year
- Full-time
- Customer service
- Organisational skills
- Construction
- Employee assistance programme
- Employee discount
Quick apply
9d
Financial Controller
Identify Finance —Barton-upon-Humber
- £60,000 - £70,000 a year
- Full-time
- Microsoft Excel
- Team management
- In-person
Quick apply
10h
Accounts and Finance Manager
GGP Consult —Kingston upon Hull
- Full-time
- Bachelor's degree
- Accounting
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Accounts Assistant - Purchase Ledger
Duckworth —Market Rasen
- £12.80 an hour
- Part-time
- Accounting
- QuickBooks
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
Management Accountant
GMP Healthcare Ltd —Kingston upon Hull
- From £30,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Employee discount
- Bereavement leave
Quick apply
Mortgage Advisor
The Mortgage Experts —Beverley
- £60,000 - £100,000 a year
- Remote
Accounts Assistant
The Spencer Group —Kingston upon Hull
- £30,000 a year
- Full-time
- Accounting
- IT
- In-person
Quick apply
Accounts Assistant
Spencer Group —Kingston upon Hull
- Management
- Accounting
- IT
Funding and Finance Manager (part-time)
Young People Count —York
- £20 an hour
- Part-time
- Hybrid work
- Travel
- Leadership
- Communication skills
- Work from home
Quick apply
4d
Accounts Assistant
Prestige Recruitment Specialists —Kingston upon Hull
- £24,785 - £25,000 a year
- Monday to Friday
- Microsoft Excel
- Accounting
- Cash handling
Finance Assistant
Identify Finance —Kingston upon Hull
- £26,500 - £28,500 a year
- Full-time
- Microsoft Excel
- QuickBooks
- Organisational skills
Quick apply
Financial Controller / Finance Manager
AMS Bobcat —Scunthorpe
- Part-time
- Sales
- Financial services
- In-person
- Annual leave
- Flexible schedule
Quick apply
3d
Finance Apprentice
Wren —Barton-upon-Humber
- £23,795 a year
- Microsoft Office
- Business
- Accounting
- Employee discount
- Gym membership
Quick apply
8d
Senior Financial Accountant
Essity —Willerby
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
Credit Control Manager
Wren —Barton-upon-Humber
- Organisational skills
- Time management
Quick apply
1d
AML Officer
Wilkin Chapman Rollits —Grimsby
- Full-time

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financial services jobs near kingston upon hull, eng

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 services jobs in kingston upon hull, eng

Insurance Adviser

Payroll Assistant

Finance Advisor

AML Officer

Warranty Engineer

Financial Controller

Accounts and Finance Manager

Accounts Assistant - Purchase Ledger

Management Accountant

Mortgage Advisor

Accounts Assistant

Accounts Assistant

Funding and Finance Manager (part-time)

Accounts Assistant

Finance Assistant

Financial Controller / Finance Manager

Finance Apprentice

Senior Financial Accountant

Credit Control Manager

AML Officer

I want to receive the latest job alerts for financial services in kingston upon hull, eng

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