Financial administrator Work, Jobs in Skelton, Nl (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
12d
Administrator
PPG Health In Justice —York
- Up to £28,574 a year
- Monday to Friday
- Microsoft Excel
- Annual leave
- Employee discount
8d
Office Administrator
Videcom Security Ltd —Scunthorpe
- £25,000 - £28,000 a year
- Full-time
- Computer literacy
- English
- Microsoft Office
- Free parking
- Annual leave
Quick apply
2d
Research Group Administrator
University of York —University of York
- £32,080 - £36,636 a year
- Full-time
- Management
- Administrative experience
- IT
Administrator
Believe Money Group —Doncaster
- £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
- Free parking
- Gym membership
Quick apply
11d
Trainee Dynamics 365 Business Central Service Desk Analyst
HBP Group —Scunthorpe
- £25,000 - £27,000 a year
- Full-time
- Customer service
- ERP systems
- Microsoft Office
Quick apply
4d
Office Receptionist & Administrator
Nunns Accounting Services Ltd —Selby
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
10d
Estates Resilience Administrator
Humberside Fire and Rescue Service —Kingston upon Hull
- £27,254 - £28,598 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
4d
Project Administrator
Fresh Design International Ltd —Kingston upon Hull
- Up to £30,000 a year
- Full-time
- Administrative experience
- QuickBooks
- Organisational skills
Quick apply
12d
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —York
- Full-time
- School
- Employee discount
6d
Nursery Administrator
University of York —University of York
- £13.65 an hour
- Part-time
- Customer service
- Administrative experience
- University
- Annual leave
- Employee discount
5d
Receptionist and Administrator
North Yorkshire Council —Selby
- £25,620 - £25,989 a year
- Computer literacy
- Communication skills
- School
Business Unit Administrator
VINCI Energies —Castleford
- Microsoft Excel
- Data analysis skills
- English
Service Administration Manager
Pelican Engineering —Castleford
- From £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Business Administration Apprenticeship Level 3 - Scunthorpe
Central YMCA —Scunthorpe
- £15,808 - £25,114 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Microsoft 365 Engineer
OneAdvanced —York
- Microsoft Access
- Azure
- Maintenance
- Employee assistance programme
- Bereavement leave
Operational Support - Apprentice
Benenden Health —York
- £15,600.00 - £24,784.50 a year
- Full-time
- Customer service
- Administrative experience
- Presentation skills
- Free parking
- Employee assistance programme
HR Advisor
Quickline Communications —Kingston upon Hull
- Full-time
- Human resources
- In-person
- Free parking
- Annual leave
Quick apply
Legal Assistant - Costs (Costs Coordinator)
Switalskis Solicitors —Doncaster
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Health & wellbeing programme
- Employee discount
Quick apply
11d
Business Development Manager
Real Life Options —Knottingley
- £35,000 a year
- Full-time
- Project management
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5d

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
12 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

financial administrator jobs in skelton, nl

Financial Advisor Administrator

Administrator

Office Administrator

Research Group Administrator

Administrator

Trainee Dynamics 365 Business Central Service Desk Analyst

Office Receptionist & Administrator

Estates Resilience Administrator

Project Administrator

Apprentice Pensions Administrator

Nursery Administrator

Receptionist and Administrator

Business Unit Administrator

Service Administration Manager

Business Administration Apprenticeship Level 3 - Scunthorpe

Microsoft 365 Engineer

Operational Support - Apprentice

HR Advisor

Legal Assistant - Costs (Costs Coordinator)

Business Development Manager

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