Average Financial Services salary in Yorkshire and Humberside

Senior Financial Services Administrator Nottinghamshire (our Ref AL1318) Salary £28,500 - £32,000 dep on exp + full benefits package and hybrid working after probation period My client is an award-winning IFA and they now have an exciting opportunity for an individual with 2-3 years experience within a wealth management organisation to join their team as a Senior Financial Services Administrator. Main responsibilities of the role: To compile basic suitability reports from structured templates. E.g., fund switches, OEIC to ISA, and client review lettersPreparing research, agendas, and paperwork for client review meetingsBeing responsible for following process and proceduresTo act as a liaison point for clients and providersTo maintain and update client information, within Iress Xplan and AWS MorningstarPursue personal development of skills and knowledge necessary for the effective performance of the roleTo provide advanced business support for Financial Planners, working within agreed business objectivesMaintain compliance to company policies and the Financial Conduct Authority (FCA) regulations including the Consumer DutyProviding accurate information to the management team when requestedTo be proactive and able to multi-task whilst providing research, client valuations and processing new business Skills, Knowledge and Qualifications Required: Organised, be able to prioritise your own workloads and be able to work using your own initiativeNumerate - have good analytical skillsExcellent standard of written & verbal communicationAbility to empathise and build strong business relationshipsProactive, with an ability to multi-task and possess the ability to search out solutionsAbility to interpret data and produce recommendations with supporting evidenceIT Literate and be competent in the use of:Morningstar, XPLAN and other industry analysis toolsBack-office systems, preferably Iress XplanMS Office and ExcelHave 2-3 years ' relevant experience, within an administration role in Financial ServicesExperience within report writing If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Customer Service Advisor - Financial Services - Calls involved Bolton - Full-Time 9-month FTC Meraki Talent are partnered with a large-scale, reputable financial services firm to appoint a Customer Service Advisor to their team in Bolton. This is a 9-month contract and offers full-time hours and a collaborative working environment. We are seeking a highly motivated and detail-oriented Customer Service Advisor to join a dynamic and fast-paced team. This role is ideal for an individual who thrives in a professional environment and takes pride in delivering work of the highest standard. Recent graduates looking for their first role within the financial services industry will be considered. Key Responsibilities: Represent the company with professionalism in all internal and external communicationsDealing with customers over the phone and emailAccurately process pension transfers in line with regulatory and internal standardsCollaborate with various departments and external organisations to ensure accurate and timely processingManage and administer investor, adviser, and internal instructions relating to core processes within agreed service levels Candidate Profile: Pensions and/or Transfers experience gained in a Financial Services environmentCustomer service experienceBack-office and/or financial services admin experienceStrong organisational skills and a commitment to qualityConfident communicator with the ability to liaise effectively across departments and with third parties If you are looking to develop your skillset in a supportive and collaborative environment where excellence is valued, we would love to hear from you. Apply Now Lauren wants: Pensions, Transfers, Financial Services Administration, Customer Service, Graduates 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you." Please see our website page headed 'Privacy Notice’ for an explanation about how we use information we collect about you’

This is an exciting opportunity to join one of the most recognised financial services practices in the Midlands, dedicated to delivering exceptional service and innovative solutions to our clients. They are seeking a detail-oriented and proactive Client Support Administrator to join theur team. The successful candidate will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our financial services department. A good understanding of Financial Services with a minimum of 2years' experience in a similar role will be a major benefit to the successful applicant. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must Client Support Specialist Key Responsibilities: Provide technical and administrative support to the Practice;?Diary management for one or more of our Advisers/Wealth Managers with the ability to use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.Ensure that files are complete with all required client identification documentation and necessary application forms.?Submit and progress client cases with providers and Admin Centres.To deliver the highest standard of client care both internally and externally.Pre-meeting preparation to ensure meetings run according to plan, and post meeting follow up, including accurately updating client files on CRM. ?Process applications accurately and record the required management information.Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.Progressing applications with product providers, chasing up Letters of Authority.Producing templated client letters and reports.Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills.Meeting and greeting clients and visitors to the Practice.?Running reports and illustrations and collating key data.Liaison with Admin Centres, providing information required to complete transactions within specific timescales. Skills & Experience: A minimum of 2 years' experience in a similar role, either from an IFA or SJP practice.Proven experience in a financial services or administrative role.Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.Strong understanding of financial products and services.Excellent organisational and time management skills, with the ability to prioritise tasks effectively.High level of accuracy and attention to detail.Advanced computer skills, especially in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Strong communication and interpersonal skills, with a customer-focused approach.Ability to work independently and as part of a team in a fast-paced environment.The ability to use initiative and problem solve.Committed to personal development.Ensure confidentiality is always maintained.Happy, motivated, and keen to work within a dynamic and progressive businessKnowledge of regulatory requirements and compliance standards in the financial services industry is a plus. Additional Benefits: 23 days holiday allowance, plus bank holidays, to rejuvenate and recharge.Your birthday day off Free onsite parking.Wellness benefits including health and wellbeing programme.Hybrid work arrangements fostering a harmonious work-life balance.Target-linked early finishes each Friday, launching your weekends on a high note.Opportunities for professional growth and career advancement.An environment that prizes collaboration and inclusivity.Company pension. Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography. Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process. If you would like information on how we will process your data please go to our website (macildowie.com) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise. Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.com.