Financial advisory support occupations Work, Jobs in Solihull, Wmd (with Salaries)

Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
1d
Graduate Financial Services Assistant
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
5d
Junior Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
1d
Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
- £25,000 - £28,000 a year
- 8 hour shift
- Microsoft Office
- Analysis skills
- Organisational skills
- Relocation assistance
- Flexitime
Quick apply
12h
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
11d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
5d
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Pensions Administrator
Isio Group —Birmingham
- Full-time
- Microsoft Office
- Organisational skills
- IT
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Redditch
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Client Services Administrator
Wren Sterling —Leamington Spa
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Paraplanner
Hoxton Wealth —Lichfield
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Pensions Administrator
XPS Pensions Group —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Paraplanner
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

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financial advisory support occupations jobs near solihull, wmd

Customer Service Administrator (TRA)

The Right Advice -
Solihull

Quick apply

Job details

Full-time
£24,000 - £25,000 a year

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Microsoft Word
Customer service
GCSE
Microsoft Office
Analysis skills
Communication skills

Full job description

The opportunity

The Right Advice is a family-run business offering whole of market mortgage and insurance guidance, tailored to the individual needs of our clients. Our customers are at the centre of everything we do, and our nationwide team of advisers work tirelessly to help turn their personal and financial ambitions into reality.

As a result of our continued growth, we are seeking a Customer Service Administrator to work closely alongside our advisers. The successful candidate will be based full-time at our office in Knowle, Solihull.

___________________________________________________________________________

Benefits of a Customer Service Administrator

Company Sick Pay
Salary Sacrifice Pension Scheme
Refer a Friend Scheme
Refer an Adviser Scheme
A friendly, motivated team and a supportive working environment
Office closure over Christmas
Open and communicative relationship with management, with regular 1:1 sessions

___________________________________________________________________________

Responsibilities of a Customer Service Administrator

Make outbound calls to introducers and retirees.
Make outbound calls to external advisers.
Process referrals from introducers promptly and allocate them to brokers in line with service standards.
Support the onboarding process for new retirees.
Support the onboarding process for new advisers.
Provide ongoing assistance to office-based advisers.
Assist with organising monthly sales events and act as host for these events.
Coordinate marketing activities.
Provide support for additional marketing tasks as required.
Welcome and look after visitors and external advisers attending the office, ensuring the office environment is kept tidy and presentable.
Handle all administrative tasks efficiently and within agreed timeframes.
Ensure all internal processes are created, documented, and adhered to.
Ensure all advisers handling leads are following TRA service standards.

_________________________________________________________________________

Requirements of a Customer Service Administrator

A minimum of 1 years’ experience in a similar role.
Strong verbal and written communication skills.
Ability to work effectively under pressure.
Capable of prioritising tasks and meeting tight deadlines.
A proactive team player with the ability to work independently when required.
Strong analytical skills with the ability to interpret information and make informed decisions.
Proficient in Microsoft Office applications, including Word.
Willingness and aptitude to learn new skills.

___________________________________________________________________________

Salary of a Customer Service Administrator

£24,000 - £25,000 dependant on experience for our higher salary banding you must possess all the required qualifications/experience as stated above.

___________________________________________________________________________

Working Pattern of a Customer Service Administrator

Monday - Friday
9am - 5pm

The successful candidate will be required to work full-time from our Head Office. As this is not a hybrid position, applicants seeking remote or flexible working arrangements will not be suited to this role.

When submitting an application to The Right Advice, you are agreeing for us to keep your details on file for 1 year after the application date. You are also agreeing you are happy for us to contact you in regards to any positions we have that may suit your skills and experience within the 1 year period. You can of course opt out at any time by contacting Eva Stenson ([email protected])

Job Type: Full-time

Pay: £24,000.00-£25,000.00 per year

Benefits:

Referral programme
Sick pay

Application question(s):

Do you have a minimum of 1 years experience working within a administration role?
Are you happy to be based at our Head Office in Knowle full time?
Are your salary expectations in line with the advertised salary?

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in solihull, wmd

Customer Service Administrator (TRA)

Private Wealth Administrator

Paraplanner

Financial Services Administrator

Graduate Financial Services Assistant

Junior Financial Services Administrator

Annual Review IFA Administrator

Administrator - Employee Benefits

Pensions Officer

Senior Financial Planning Administrator

Pensions Administrator

Pensions Administrator

Senior Pensions Administrator

Client Services Administrator

Administrator

Paraplanner

Business Administrator

Senior Financial Planning Administrator

Senior Pensions Administrator

Paraplanner

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