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Financial Services Administrator
Job Posted: 5 hours ago
Salary: £ 23,000 - 26,000 / Annum
Job Type: Permanent
Location: Oakham, District of Rutland
Expire in: a month
Job Description
Position: Financial Services Administrator
Location: Rutland
Salary: £23-26K
Employment Type: Full-Time
Are you a highly organized individual with a passion for financial services? We’re looking for an experienced Financial Services Administrator to join a thriving Independent Financial Advisor (IFA) and Mortgage Firm based in Rutland.
This is an excellent opportunity to become part of a dynamic team that prides itself on delivering outstanding client service in a fast-paced and rewarding environment.
About the Role
As a Financial Services Administrator, you’ll play a crucial role in supporting financial advisors and mortgage consultants, ensuring smooth day-to-day operations. Your primary responsibilities will include:
* Client Support: Acting as the first point of contact for clients, addressing inquiries, and maintaining excellent client relationships.
* Administrative Tasks: Preparing and processing documentation for IFA and mortgage cases, maintaining accurate client records, and ensuring compliance with industry standards.
* Liaison: Communicating with lenders, providers, and clients to facilitate the timely progression of applications.
* Data Management: Updating and maintaining internal systems to ensure accurate and up-to-date records.
What We’re Looking For
The ideal candidate will be proactive, detail-oriented, and thrive in a team environment. Key requirements include:
* Experience in Financial Services Administration: Preferably within an IFA or mortgage advisory setting.
* Knowledge of Financial Products: A solid understanding of pensions, investments, and mortgages.
* Strong IT Skills: Familiarity with CRM systems and proficiency in Microsoft Office Suite.
* Attention to Detail: Accuracy and efficiency are essential in this role.
* Communication Skills: Excellent verbal and written communication to liaise effectively with clients and providers.
Why Join Us?
This is an exciting opportunity to work with a reputable IFA and mortgage firm that values its employees and offers:
* £23-26K
* A supportive and friendly work environment.
* Opportunities for professional growth and development.
* The chance to work in the picturesque region of Rutland.
How to Apply
If you’re ready to take the next step in your career and become a key part of this successful team, we want to hear from youBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in Oakham, District of Rutland! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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