Financial Services Administrator

Office Angels
Taunton, UK
16 Sep 2019
02 Oct 2019
Contract Type
Full Time
Does a career in financial services interest you? Would you like to work for a growing financial services company with exciting expansion plans? Are you an accurate administrator with exceptional attention to detail and a head for numbers? Then this is the role for you!

Office Angels Taunton is currently working with a thriving financial services company based in Taunton, Somerset to recruit for an experienced administrator.

This is a full time, permanent role working 9am - 5.30pm Monday to Friday with a salary of £18K - £22K PA DOE.

This is a unique position offering an excellent platform for you to develop your career further within financial services. Prior experience within this industry would be beneficial, but not essential.

Benefits include: Performance related bonuses, monthly team breakfasts and lunches, bright, spacious and modern offices equipped with top of the range technology, the opportunity to obtain industry specific qualifications and the necessary support to do so and much more!

This company's service reflects the desires of their clients and has earned them an enduring reputation as sector specialists who provide limitless support and expertise. They ensure their customers remain at the heart of their business and can boast high client retention levels.

The purpose of this role is for you to provide assistance within an expanding administration team, by means of full administrative support to the Consultants to a very high standard. You will be responsible for a high volume of mortgage cases at any one time, therefore the ability to multitask, prioritise and work well under pressure is key.

Key duties will include:
  • Dealing with day to day client, provider and lender enquiries
  • Preparing client files for meetings, which will include the request of mortgage illustrations, protection and conveyancing quotations and the arrangement of surveys
  • Submitting mortgage and protection applications
  • Regular liaison with lenders and providers to obtain updates on applications and proactively progress the mortgages through to offer, ensuring the clients are kept updated and reassured during the entire process
  • Inputting new client data onto a back office system and maintaining client files
  • Raising invoices to clients and other associates to ensure the payments of all cases
  • Arrangement of client meetings for the Mortgage Consultants
  • Dealing with incoming emails, post and telephone calls
  • Effective management of diary system

The successful applicant will be an individual attributing a personable, adaptable and hardworking nature who will be able to hit the ground running. You will be working as part of a growing team, in a very busy office environment, therefore you must possess communication skills and be a great team player, as the right team fit is paramount. As this role will be client facing at times you will need to be well presented, articulate and professional.

The processing of letters and invoices will be populated within MS Word and Excel, therefore experience using these programs is crucial.

A driving licence and your own vehicle is essential for this role as you may need to visit clients on occasion.

This truly is a unique opportunity so if you are interested don't delay in applying. Please either apply online or if you would prefer to speak to someone please call the office on and ask for either Lydia or Georgie.

We look forward to hearing from you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://candidate-privacy

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