Financial advisory occupations Work, Jobs in Woolley, Wyk (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
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Digital Coach
Lifetime Financial Management —Barnsley
- £24,000 - £27,000 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Communication skills
- Health & wellbeing programme
- Work from home
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
12d
Wealth Manager
National Westminster Bank PLC —Sheffield
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
4d
Apprentice Pensions Administrator
XPS Pensions Group —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
10d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Communication skills
- Tax experience
- Free parking
- Employee discount
Academy Pensions Administrator
Brightwell —Chesterfield
- £26,300 a year
- Customer service
- Microsoft Office
- IT
- Free parking
- Employee assistance programme
13d
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
14d
Pensions Administrator
Brightwell —Chesterfield
- Microsoft Office
- IT
- Communication skills
- Free parking
- Employee assistance programme
13d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Organisational skills
Quick apply
Pensions Administrator
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
Pensions Administrator Annual Events & Projects
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- Communication skills
4d
Client Relationship Support (Graduate)
AAB —Leeds
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
18h
Private Banker
HSBC Global Services Limited —Leeds
- Full-time
- Travel
- Communication skills
- Banking
7d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Sheffield
- Full-time
- Hybrid work
- Communication skills
- Health & wellbeing programme
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Sheffield
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance

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financial advisory occupations jobs near woolley, wyk

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 advisory occupations jobs in woolley, wyk

Financial Advisor Administrator

Financial Administrator

Financial Planning Administrator

Digital Coach

Financial Adviser (Perspective Mackrill)

Wealth Manager

Apprentice Pensions Administrator

Independent Financial Advisor

Academy Pensions Administrator

Client Delivery Associate

Pensions Administrator

Client Administrator

Pensions Administrator

Pensions Administrator Annual Events & Projects

Client Relationship Support (Graduate)

Private Banker

Senior Pensions Administrator

Pensions Administrator

Paraplanner

Pension Administrator

I want to receive the latest job alerts for financial advisory occupations in woolley, wyk

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