Financial administrator Work, Jobs in Wombwell, Syk (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
7d
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Part Time Service Administrator
Community Places —Sprotbrough
- Up to £13.75 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Transport and Financial Support Administrator
Selby College —Selby
- £28,316 - £29,754 a year
- Part-time
- IT
- Annual leave
10d
Lead Salesforce Implementation Specialist
UniHomes —Sheffield
- £65,000 - £80,000 a year
- Full-time
- Salesforce
- IT
- Leadership
- Employee discount
- Referral programme
Quick apply
Administrator
Believe Money Group —Doncaster
- £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
- Free parking
- Gym membership
Quick apply
5d
Salesforce Implementation Specialist
UniHomes —Sheffield
- £60,000 - £75,000 a year
- Full-time
- Salesforce
- AWS
- AI
- Employee discount
- Referral programme
Quick apply
Contracts Administrator
Navartis Internal —Doncaster
- £27,000 - £30,000 a year
- Call to connect
- Microsoft Excel
- Microsoft Office
- Data entry
- Annual leave
- Gym membership
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Business Support Administrator
Exemplar Health Care Services Limited —Sheffield
- £26,436.80 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Free parking
- Annual leave
Quick apply
Senior Pensions Finance Administrator
Brightwell —Chesterfield
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Employee assistance programme
12d
Accounts & Billing Assistant
Makin Dixon Solicitors Ltd —Bradford
- £12.71 an hour
- Part-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Employee discount
Quick apply
12d
Financial Administrator
Bupa —Sheffield
- £15,854 - £20,159 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Commercial Admin
idverde —Barnsley
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
5d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Trainee Insolvency Administrator,Contentious
Begbies Traynor Group —Leeds
- Full-time
- Customer service
- Accounting
- Communication skills
- Employee discount
Patient Administrator (Bank)
Circle Health Group —Sheffield
- £12.71 an hour
- Part-time
- Hospital
- Annual leave
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
6d
VacancyTitle: Extra Care Services Administrator
Housing 21 —Armthorpe
- £16,068 a year
- Administrative experience
- Organisational skills
- IT
- Sick pay
10d
Accounts Administrator
Polytech Mouldings Ltd —Wakefield
- £26,000 - £30,000 a year
- Part-time
- Administrative experience
- Accounting
- Organisational skills
Quick apply
5h

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Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
7 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 wombwell, syk

Financial Advisor Administrator

Accounts Assistant

Part Time Service Administrator

Transport and Financial Support Administrator

Lead Salesforce Implementation Specialist

Administrator

Salesforce Implementation Specialist

Contracts Administrator

Financial Administrator

Business Support Administrator

Senior Pensions Finance Administrator

Accounts & Billing Assistant

Financial Administrator

Commercial Admin

Financial Planning Administrator

Trainee Insolvency Administrator,Contentious

Patient Administrator (Bank)

Legal Assistant - Costs (Costs Coordinator)

VacancyTitle: Extra Care Services Administrator

Accounts Administrator

I want to receive the latest job alerts for financial administrator in wombwell, syk

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