Financial Services Advisor

2 days ago


Shrewsbury, Shropshire, United Kingdom Tate Full time
Job Overview

We are seeking a skilled Financial Services Advisor to join our team at Tate. As a Financial Services Advisor, you will play a key role in providing exceptional customer service and supporting our customers with their financial needs.

In this role, you will have the opportunity to develop your skills and knowledge in the financial services industry, working with a talented team of professionals who are passionate about delivering outstanding customer experiences.

The estimated salary for this position is £25,000 - £32,000 per annum, depending on experience.

About Us:

Tate is a leading provider of financial services, committed to delivering exceptional customer experiences and supporting our customers with their financial needs.

What We Offer:

  • A competitive salary range of £25,000 - £32,000 per annum.
  • 31 days of annual leave (including UK Bank Holidays) and an annual volunteering day.
  • Eligibility for an annual discretionary bonus scheme.
  • A comprehensive set of people policies that support life's moments, such as carer's leave, foster leave, fertility leave and retirement leave.
  • 'Perks at Work' (an online discounted shopping platform), cycle to work scheme and interest-free season ticket loans for travel.
  • A company-wide well-being programme, including a mini annual health check, nutritional advice, second medical opinions, employee assistance programme and other resources to support your mental, physical, and financial well-being.
  • A workplace pension scheme where we match your contributions up to 6%, group life assurance and group income protection.
  • Personal growth and career development opportunities to support your aspirations.


  • Shrewsbury, Shropshire, United Kingdom Nationwide Building Society Full time

    Nationwide Building Society is seeking a Financial Services Advisor to join our team. This role is based in Shrewsbury and offers a competitive salary of £20,000 - £25,000 per annum.About the RoleWe are looking for an individual who can provide excellent customer service and support to our members. As a Financial Services Advisor, you will be responsible...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    Job Description: Client Services CoordinatorIn this exciting role, you will work closely with financial advisors to deliver exceptional client service and support. Your primary responsibilities will include:Providing timely and accurate administration support to financial plannersEnsuring seamless communication between clients, financial advisors, and...


  • Shrewsbury, Shropshire, United Kingdom Furrows Group Full time

    Role OverviewWe are seeking a highly skilled Customer Service Advisor to join our aftersales contact centre in Shrewsbury. As a key member of our team, you will be responsible for delivering exceptional customer service through high-volume calls, online bookings, and live chats.As a successful candidate, you will have the opportunity to work with a...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    beBee Professionals is seeking a Sales and Service Advisor to join our team in Shrewsbury, UK. As a key member of our retail team, you will be responsible for delivering exceptional customer service and supporting the store's day-to-day operations.Key Responsibilities:Provide product knowledge and advice to customers.Operate the cash register and handle...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are seeking a Sales and Service Advisor to deliver exceptional customer service and support the store's day-to-day operations in Shrewsbury, United Kingdom.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle transactions.Maintain the store's visual...


  • Shrewsbury, Shropshire, United Kingdom NMS Recruit Ltd Full time

    NMS Recruit Ltd is seeking an experienced Financial Leadership Manager to join our client's team in Shrewsbury.Your Key Responsibilities:Lead and manage the financial reporting process for the audit team's expanding client portfolio.Prepare financial statements and tax computations for more complex assignments and larger client groups within the audit...


  • Shrewsbury, Shropshire, United Kingdom Page Personnel Sales Full time

    We are seeking a highly skilled Financial Services Administrator to provide exceptional support to our financial advisers in the day-to-day running of our business. This role involves ensuring compliance with regulatory requirements, providing excellent client servicing, and maintaining accurate records.Supporting financial advisers with administrative tasks...


  • Shrewsbury, Shropshire, United Kingdom Radius Payment Solutions Full time

    Job Title: Financial Services ManagerAbout the Role:We are seeking an experienced Financial Services Manager to join our mid-market team at Radius Payment Solutions.About You:You will be responsible for ensuring that all phone calls are answered promptly and in line with company guidelines. This involves processing resignations and new connection orders,...

  • Service Advisor

    4 weeks ago


    Shrewsbury, Shropshire, United Kingdom Sytner Group Full time

    About the roleAs a Service Advisor at Sytner Group, you will play a vital role in delivering exceptional customer care and ensuring seamless communication between our customers and the workshop.You will be responsible for informing and consulting with customers on vehicle servicing, providing timely updates, and addressing any queries or concerns they may...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £22,000 - £28,000

    Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Shrewsbury, UK.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and services.Work...


  • Shrewsbury, Shropshire, United Kingdom Schroders Full time

    Financial Planner Support RoleWe are seeking a highly organized and administratively skilled individual to provide support to our financial planners in Shrewsbury. As a key member of our team, you will be responsible for ensuring the smooth delivery of our advice process, from preparing meeting packs to handling client enquiries.**Responsibilities*** Prepare...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £22,000 - £28,000

    Customer Service AdvisorWe are seeking a highly skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Shrewsbury, United Kingdom. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their queries and issues in a timely and professional...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    We are seeking a highly skilled Financial Services Administrator to join our team at NJR Recruitment.Key Responsibilities:Utilise client data for illustrationsProcess new businessPrepare letters of authority for client policy informationAnswer calls and deal with clients and third-party queriesProduce quotationsManage task lists and prioritise workload...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is seeking a highly organised and detail-focused Senior Financial Services Coordinator to join their team. As an Administrator to Senior IFA, you will be responsible for supporting the consultants in processing Pension & Investment applications.About the RoleThis is a fantastic opportunity to work with a dynamic team in a...


  • Shrewsbury, Shropshire, United Kingdom Lambert Smith Hampton Full time

    Job Title: Service Charge Financial AnalystLocation: ShrewsburyAbout Us: As a leading commercial real estate consultancy, Lambert Smith Hampton provides valuation services for loan security and advises lenders, investors, and occupiers in the public and private sector.Main Responsibilities: Our team member will produce residential service charge accounts,...


  • Shrewsbury, Shropshire, United Kingdom We Manage Jobs(WMJobs) Full time

    The role of a Panel Advisor Fostering Expert at We Manage Jobs (WMJobs) involves working across service boundaries to support the shared vision for children to receive the best care and for WMJobs' Fostering Families to be provided the best support.You will contribute to the continued growth and development of our Fostering Service by leading on Fostering...


  • Shrewsbury, Shropshire, United Kingdom Heels & Brogues Group Limited Full time

    Job DescriptionSales Advisor RoleAt Heels & Brogues Group Limited, we are seeking a skilled Sales Advisor to join our Shrewsbury team.Key Responsibilities:Working Monday to Friday, with no weekend shiftsDelivering excellent customer service and sales resultsProviding information on our financial services and productsMeeting sales targets and exceeding...


  • Shrewsbury, Shropshire, United Kingdom JoJo Maman Bébé Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Advisor. As the face of JoJo, you will be responsible for providing exceptional customer service and support in our stores.


  • Shrewsbury, Shropshire, United Kingdom Sytner Group Full time

    About the RoleSytner Group is seeking a motivated Service Advisor to provide outstanding customer care and be the vital link between our customers and the workshop. As a Sytner Service Advisor, you will inform and consult on vehicle servicing, and keep the customer up to date at every stage whilst answering any questions or queries they may have.The ideal...


  • Shrewsbury, Shropshire, United Kingdom Clark Wood Full time

    Audit & Accounts Senior Position in ShrewsburyClark Wood, a renowned recruitment agency, is partnering with a leading regional firm of chartered accountants in Shropshire to find an exceptional Audit & Accounts Senior for their team in Shrewsbury.This exciting opportunity allows you to take on a varied role with exposure to a diverse range of clients from...