Client services Work, Jobs in Stanley, Dur (with Salaries)

Graduate Scheme - Financial Services
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
Quick apply
Front of House / Administrator
DMA Law —Chester-le-Street
- From £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
Quick apply
7d
Graduate Business Consultant
Alpha UK Projects Limited —Newcastle upon Tyne
- From £28,000 a year
- Full-time
- CRM software
- Salesforce
- Business development
- Free parking
Quick apply
6d
Out of Hours Coordinator
DFP Services Ltd —Durham
- From £20,800 a year
- Administrative experience
- Analysis skills
- IT
- Free parking
Quick apply
3d
Sales Advisor
Clementine Services Ltd —Wallsend
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
3d
Bank Domestic Assistant
Manor Care Home Group —Stanley
- £12.21 an hour
- Organisational skills
- In-person
- Hospital experience
- Health & wellbeing programme
- Referral programme
Quick apply
12d
Client Coordinator
Schawk UK Limited —Gateshead
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Organisational skills
Quick apply
3d
Documents Controller
EuroVA Ltd —Gateshead
- £25,000 - £30,000 a year
- Part-time
- HVAC
- Organisational skills
- SharePoint
Quick apply
2d
Property Sales Consultant
iamproperty & iamsold —Newcastle upon Tyne
- £28,000 a year
- Full-time
- Sales
- Computer literacy
- Organisational skills
- Annual leave
Quick apply
10d
Stocktaker
nGeneration —Newcastle upon Tyne
- £26,000 - £28,000 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Associate - Employment
DAC Beachcroft —Newcastle upon Tyne
- Hybrid work
Quick apply
Junior Campaign Manager
Alpha UK Projects Limited —Newcastle upon Tyne
- From £26,500 a year
- Full-time
- Bilingual
- Customer service
- In-person
- Free parking
Quick apply
6d
General Yard Operative
EMR Group —Burnopfield
- Full-time
- Customer service
- IT
- Annual leave
Quick apply
4d
Trainee Mortgage Advisor
Safeguard Financial Services Ltd —Gateshead
- From £26,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Free parking
Quick apply
1d
Safe Accommodation Support Worker
Wearside Women in Need —Washington
- £26,403 a year
- Part-time
- Care experience
- Organisational skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply
20h
Service Delivery Scheduler
Unisus Care —Wallsend
- From £14.21 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
Quick apply
9d
Customer Services Specialist
Nuby UK —Birtley
- £23,000 - £25,000 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Free parking
- Store discount
Quick apply
Operations Assistant
Paul Gough Media —Hartlepool
- £24,000 - £26,000 a year
- Full-time
- Organisational skills
- Communication skills
Quick apply
Receptionist – Part Time
RSM UK —Newcastle upon Tyne
- Part-time
- Microsoft Word
- Microsoft Excel
- Communication skills
7h
Receptionist & Promotions Assistant
MyHealthcare Clinic —Hexham
- £25,000 - £28,500 a year
- Part-time
- Customer service
- In-person
- Office experience
- Free parking
Quick apply
1d

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Graduate Scheme - Financial Services

Reeves Independent
Newcastle upon Tyne

Quick apply

Job details

Full-time | Fixed term contract
£26,500 a year

Benefits

Additional leave
Cycle to work scheme
Company events

Qualifications

Financial planning
Report writing
Analysis skills
Bachelor's degree
Organisational skills
Financial services

Full job description

Want to get some first-hand experience at an award winning financial firm? Ready to kick start your career and earn a competitive graduate wage whilst gaining a qualification in Level 4 Diploma in Regulated Financial Planning?

We are looking for a recent graduate based in the Newcastle area to join our Graduate Scheme, designed for individuals eager to begin a career in financial planning. This opportunity is ideal for someone who is passionate about helping clients achieve their financial goals and is committed to building a long-term career in the financial advice profession.

Please note that this is not a graduate scheme for those seeking a role in accounting or accountancy—our focus is firmly on financial planning and client-facing advisory work.

About Reeves

Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams which is why our salaries, training programmes and personal development schemes are among the most competitive in our industry.

Job Role

You’ll dive straight into the financial services industry with real responsibilities that might include:

Working with advisers to create advice: Learn the knowledge and understanding of financial advice by reading policy information & create the document our adviser will use to present to the client with a summary of their overall advice
Create Suitability Report Documents: Review & ensure advice given is correct by creating a suitability report that will then be sent to the client, with an overview of the advice they have agreed to, including advantages & disadvantages to that advice.
Communicate internally & externally: Certain decisions will be communicated within the business across different teams or in some cases, needing communicated externally, whether it is to clients or other product providers.
Be the first point of contact for clients: Handle incoming calls and queries professionally, providing a warm, helpful experience that reflects our commitment to excellent client service.
Organise adviser schedules: Work closely with advisers to manage their appointments and calendars, ensuring their time is used efficiently and clients are seen promptly.
Deliver outstanding service: Take ownership of the client journey by helping coordinate communication and support, ensuring every client receives a smooth and high-quality experience.

This role will give you a comprehensive view of the industry, setting the stage for a thriving career.

Education Scheme:

Qualification : Level 4 Diploma in Regulated Financial Planning

We’ll support you in passing the following financial services exams:

R01: Financial Services, Regulation & Ethics

R02: Investment Principles & Risk

R03: Personal Taxation

R04: Pensions & Retirement Planning

R05: Financial Protection

R06: Financial Planning Practice.

You’ll dive straight into the financial services industry with real responsibilities, including:

With guidance and revision materials provided, you’ll be set to become Level 4 qualified and prepared for future success.

Basic Information

Contracted Term:

2 years

Salary

Starting salary is £26,500 per annum.

Job Types: Full-time, Fixed term contract
Contract length: 24 months

Pay: £26,500.00 per year

Benefits:

Additional leave
Company events
Cycle to work scheme

Education:

Bachelor's (required)

Location:

Newcastle upon Tyne NE7 7TZ (required)

Work Location: In person

Quick apply

Refine Your Search

client services jobs in stanley, dur

Graduate Scheme - Financial Services

Front of House / Administrator

Graduate Business Consultant

Out of Hours Coordinator

Sales Advisor

Bank Domestic Assistant

Client Coordinator

Documents Controller

Property Sales Consultant

Stocktaker

Associate - Employment

Junior Campaign Manager

General Yard Operative

Trainee Mortgage Advisor

Safe Accommodation Support Worker

Service Delivery Scheduler

Customer Services Specialist

Operations Assistant

Receptionist – Part Time

Receptionist & Promotions Assistant

I want to receive the latest job alerts for client services in stanley, dur

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