Financial adviser Work, Jobs in Stanley, Dur (with Salaries)

Enquiry Coordinator
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Data entry
- In-person
- Phone etiquette
- Sick pay
Quick apply
Technical Administrator
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Sick pay
Quick apply
8d
Employment Adviser
Reed In Partnership —Gateshead
- £29,000 - £30,000 a year
- Full-time
- Customer service
- English
- Travel
- Annual leave
- Flexible schedule
People Coordinator (12 month fixed term contract)
Newcastle Building Society —Newcastle upon Tyne
- £26,513 - £31,757 a year
- Full-time
- Hybrid work
- Customer service
- Windows
- Administrative experience
- Annual leave
- Employee assistance programme
13d
People Coordinator (Part Time - 18 hours)
Newcastle Building Society —Newcastle upon Tyne
- £26,513 - £31,757 a year
- Part-time
- Hybrid work
- Customer service
- Windows
- Administrative experience
- Annual leave
- Employee assistance programme
13d
Financial Services Administrator
North Wealth Management —South Tyneside
- £25,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Organisational skills
Quick apply
11d
Procurement Centre of Excellence Manager
Newcastle Building Society —Newcastle upon Tyne
- £49,734 - £72,312 a year
- Full-time
- Hybrid work
- Continuous improvement
- Annual leave
- Employee assistance programme
11d
Acquisitions Analyst
TSG —Gateshead
- £26,000 - £35,000 a year
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Progression Coach
Reed In Partnership —Newcastle upon Tyne
- £29,000 - £30,000 a year
- Full-time
- Spanish
- Experience working with individuals with disabilities
- Customer service
- Annual leave
- Flexible schedule
Client Services Specialist
WPS Advisory —Newcastle upon Tyne
- £27,420 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Maths
- Health & wellbeing programme
- Annual leave
Quick apply
Employment Adviser
Sovereign & Bale —Spennymoor
- £29,000 - £30,000 a year
- Full-time
- Travel
- Mentoring
- Time management
Quick apply
Technical Sales Executive
Turtle Enviro Limited —Chester-le-Street
- £27,000 - £36,000 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
- Free parking
- Life insurance
Quick apply
14d
Treasury Operations Analyst
Newcastle Building Society —Newcastle upon Tyne
- £28,815 - £35,937 a year
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
1d
Debt and Money Adviser/Trainee
Citizens Advice —Newcastle upon Tyne
- £28,133 - £28,883 a year
- Hybrid work
1d
Financial Adviser
Partnership Recruitment —Sunderland
- Business development
- Communication skills
- School
Trust Manager
Womble Bond Dickinson —Newcastle upon Tyne
- Full-time
- Hybrid work
- Presentation skills
- Accounting
Financial Close Accountant - 12 month fixed term contract
Newcastle Building Society —Newcastle upon Tyne
- £35,691 - £48,288 a year
- Full-time
- Hybrid work
- Analysis skills
- Annual leave
- Employee assistance programme
7d
IT Service Delivery Analyst
Newcastle Building Society —Newcastle upon Tyne
- Full-time
- Hybrid work
- Continuous improvement
- Analytics
- Annual leave
- Employee assistance programme
7d
Head of Departmental Planning and Performance
Department for Work and Pensions —Benton
- £86,000 - £99,600 a year
- Overtime
- Management
- Analysis skills
- Presentation skills
- Annual leave
- Employee assistance programme
Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Organisational skills
- Financial services
- Communication skills
Quick apply
1d

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financial adviser jobs near stanley, dur

Enquiry Coordinator

Reeves Independent
Newcastle upon Tyne

Quick apply

Job details

Permanent | Full-time
£26,500 a year

Benefits

Cycle to work scheme
Company events
Sick pay

Qualifications

Customer service call handling
Client engagement
DocuSign
Process improvement
Appointment booking and call handling
Data entry
Outbound calling
Phone etiquette
Communication skills

Full job description

Reeves Group 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 and that is why our salaries, training programmes and personal development schemes are among the most competitive in our industry. We are always looking for talented individuals to help us achieve our goals and help drive the success of our business

We are recruiting a Enquiry Coordinator and we are looking for hardworking and driven individuals to join our team. The successful candidate will be detail orientated, able to manage and prioritise their workload and thrive in a fast paced environment.

About Reeves

Reeves Group is a specialist firm of Independent Financial Advisers which, for more than 25 years, has been helping clients to build financial security both for the present and the future.

While our offices are based in Newcastle Upon Tyne, our dedicated team of advisers, technical specialists and support staff work with clients across the country.

We are continuously looking to improve, develop and grow our team. Due to our ongoing success we need to recruit driven, enthusiastic, and hardworking team members to ensure we continue to provide an outstanding service to our constantly growing client bank.

Reeves prides itself on the development and training of our staff, as we know that well-trained and competent staff are the backbone of outstanding financial advice and exceptional service to our clients. It’s due to this dedication to our workforce that Reeves is a fantastic company to join.

Main Duties:

Adviser Support & Workflow Management – Oversee advisers’ workflows, follow up on outstanding tasks, and manage their diaries, including call bookings.
Administration – Oversee the completion of administrative tasks, including document chasing, scanning, printing, and uploading to Finplan.
Client Communication – Ensure the Enquiry Coordinator Team is the primary point of contact for clients, providing updates and assisting with rescheduling calls to address any queries.
Team Data Oversight – Drive and manage data input for the team, ensuring strict compliance and accuracy.
Compliance & Target Achievement – Deliver quarterly commercial and compliance targets.
Process Efficiency – Monitor and streamline processes such as DocuSign tracking, call outcome recording, and administration of outgoing post.
Case Management & Follow-Ups – Ensure the Enquiry Coordinator Team follows up on outstanding documents and information for each case.

Qualifications & Experience

Excellent phone manner with the ability to engage and build rapport quickly.
Strong communication skills, both verbal and written.
Confidence in handling outbound calls and overcoming objections professionally.
Ability to multitask, prioritise workload, and maintain attention to detail.
A proactive and enthusiastic attitude with a client-focused approach.

Job Types: Full-time, Permanent

Pay: £26,500.00 per year

Benefits:

Company events
Cycle to work scheme
Sick pay

Location:

Newcastle upon Tyne NE7 7TZ (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in stanley, dur

Enquiry Coordinator

Technical Administrator

Employment Adviser

People Coordinator (12 month fixed term contract)

People Coordinator (Part Time - 18 hours)

Financial Services Administrator

Procurement Centre of Excellence Manager

Acquisitions Analyst

Progression Coach

Client Services Specialist

Employment Adviser

Technical Sales Executive

Treasury Operations Analyst

Debt and Money Adviser/Trainee

Financial Adviser

Trust Manager

Financial Close Accountant - 12 month fixed term contract

IT Service Delivery Analyst

Head of Departmental Planning and Performance

Client Administrator

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