Financial advisor Work, Jobs in Risley, Dby (with Salaries)

Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Computer skills
- Referral programme
- Sick pay
Quick apply
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
5d
Customer Service Advisor
Experian —Nottingham
- Full-time
- Hybrid work
- Annual leave
Quick apply
2d
Customer Service Advisor - Nottingham
HM Revenue and Customs —Nottingham
- £28,016 a year
- Part-time
- Hybrid work
- Basic maths
- No experience needed
- English
- Annual leave
- Work from home
12d
Consultant - Energy
BFY Group —Nottingham
- Up to £60,000 a year
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Travel
Quick apply
Customer Service Executive
Experian —Nottingham
- Full-time
Quick apply
Customer Service Executive
Experian Information Solutions —Nottingham
- Full-time
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Tesco Travel Money Advisor
Travelex —Ilkeston
- £13.50 an hour
- Overtime
- Employee discount
Mortgage Advisor
The Mortgage Experts —Ilkeston
- £60,000 - £100,000 a year
- Remote
Quick apply
Tax Accountant
NHS Supply Chain —Nottingham
- £47,874 - £56,322 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Tax experience
- Employee assistance programme
- Life insurance
People Experience Advisor
Greene King Corporate - BRA_001 —Burton-On-Trent
- Full-time
- Hybrid work
- Hospitality
- Conflict management
- Human resources
- Employee assistance programme
- Employee discount
Quick apply
17h
Customer Sales Advisor
Halfords —Ilkeston
- £10.85 - £12.71 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Customer Service Advisor
Experian Information Solutions —Nottingham
- Full-time
- Hybrid work
- Annual leave
2d
Finance Business Partner - East Midlands
National Grid —Castle Donington
- Up to £77,000 a year
7d
Accounts Semi Senior
RMT Accountants & Business Advisors —Nottingham
- Mentoring
- Time management
8d
Finance Business Partner
KERRIDGE COMMERCIAL SYSTEMS CORP —Nottingham
- Full-time
- In-person
- Business
- Accounting
Quick apply
Accounts Semi Senior
DPC —Nottingham
- Mentoring
- Time management
Quick apply
8d
Technical Advisor
Vaillant Group U.K. Ltd —Belper
- Full-time
- Computer literacy
- Computer skills
- Communication skills
12d
Sales Advisor
Gallagher —Mansfield
- Travel
- In-person
- Communication skills
- Employee stock purchase plan
- Life insurance

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financial advisor jobs near risley, dby

Apprentice Financial Services Administrator

Fairstone
Nottingham

Quick apply

Job details

Permanent | Full-time | Apprenticeship

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Investment
Financial planning
Pension
Report writing
Microsoft Excel
Report generation
Stakeholder liaison
Filing
Case record updates
English
Microsoft Office Suite
Computer skills
Financial services
Communication skills
Certificate in Insurance
Time management
Office experience

Full job description

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

_ Role and Responsibilities_

The role will assist both the mortgage and wealth adviser teams in servicing new and existing clients. The expectation is that the split of time will be around 3 days per week on wealth, 2 days on mortgage but this will fluctuate and so it requires flexibility depending on the needs of the business and workflow.
Support to both mortgage and wealth adviser teams, following all business processes to ensure that measures are adhered to.
Review & Research a broad range of financial products across all need areas using all systems and software
Collate and evaluate client policy/investment/pension
Liaise with providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
Create and maintain client files and enter details onto back office database in line with Fairstone standards. Full client detail to be accurately loaded to the database, data kept updated including changes to client details, plans, and diary activities.
Support in preparing annual review reports for existing clients
Creating new business reports for advisers under their guidance. New business processing and submission to Business quality, submitting onto external and internal systems
Prepare paperwork for pre and post meetings; Send Letters of Authority;
General Administration duties in line with Fairstone procedures; Other duties as they arise.
Maintain regular contact with clients, booking clients in for annual reviews, management of review process and client servicing
Liaise with lenders/providers and clients verbally and in writing to satisfy all additional requirements to process cases through to completion, submitting all lender/provider required documentation in accordance with each provider’s procedures.
Ensure cases are diarised with the correct level of priority applicable to individual circumstance; be pro-active completing all chase and keeping clients / advisors updated with progress.
Check within a timely fashion that mortgage offers, and life acceptance terms received reflect the advice provided and update all appropriate parties.

Skills and Qualifications

Previous experience working in a financial service using financial research tools is desirable but not essential. Apprenticeship available.
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
High attention to detail, with professional and approachable communication skills with strong command of both written and spoken English
Excellent time management skills, with the ability to meet deadlines and prioritise own work effectively and support advisers achieving excellent client service
Strong interpersonal skills
Good IT skills including Office 365
Ability to work on your own and as part of a team

Benefits:

Company pension
Referral programme
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in risley, dby

Apprentice Financial Services Administrator

Trainee Mortgage Advisor

Customer Service Advisor

Customer Service Advisor - Nottingham

Consultant - Energy

Customer Service Executive

Customer Service Executive

Financial Planning Administrator

Tesco Travel Money Advisor

Mortgage Advisor

Tax Accountant

People Experience Advisor

Customer Sales Advisor

Customer Service Advisor

Finance Business Partner - East Midlands

Accounts Semi Senior

Finance Business Partner

Accounts Semi Senior

Technical Advisor

Sales Advisor

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