Financial Services Administrator

Optima Recruitment
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Financial Services Administrator

This position involves processing applications, offers, valuations and completions effectively and efficiently, liaising with solicitors, lenders, advisers and clients. Our client is seeking a candidate that is organised, has good attention to detail, good telephone manner and is a team player.

Job Description:

  • Ensuring all customer SLA’s for new business processing activities are met and our customers' expectations are managed timely and effectively
  • Ensuring applications received are complete and accurate prior to submission
  • Taking ownership of specific customer/partner/provider issues or queries
  • Creating, recording and updating promptly all customer data, ensuring it remains compliant
  • Treating internal and external customers fairly
  • Embracing development to help deliver a culture of continuous improvement
  • Identifying any potential areas of risk and working with management and team to understand how these can be appropriately managed

Person Specification:

  • Minimum of 5 GCSEs or equivalent, including English or Maths (grade C or above)
  • Excellent attention to detail and ability to process all information quickly and accurately
  • Time management, planning and prioritisation skills to allow for workloads which are subject to constant change
  • Ability to work on both own initiative or as part of a team in a fast moving environment
  • Clear focus on quality, service and results
  • Excellent communication skills
  • Highly customer focused
  • Experience of working in the financial services industry

Additional Information:

  • Based in Reigate
  • £18,600 - £20,000
  • Monday - Friday, 9am - 5pm
  • 25 days holiday plus bank holidays
  • Private Medical Insurance
  • GymFlex
  • Cycle to work scheme
  • Optional dental care
  • Excellent pension scheme
  • Death in Service (4 X salary)

Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.

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Optima Recruitment acts as both an 'Employment Agency’ & 'Employment Business’ providing recruitment services throughout Surrey.