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Financial Services Administrator

Job Title: Financial Services Administrator
Contract Type: Permanent
Location: Fareham
Industry:
Reference: 1199652
Contact Email: contact@dynamiterecruitment.com
Job Published: October 27, 2021 17:15

Job Description

Recruiting on behalf of my client who are a small mortgage and protection advice firm in Hamble. You will be part of the case management team supporting the in-house advisors. This is a fantastic role as it offers a mixture of both administration with customer service. We are looking for someone who already has experience within financial services as an industry, to join and progress within a small and busy firm who offer career progression and exam support.
Duties:
  • Conducting pre-underwriting enquiries
  • Liaise with product providers and other relevant third parties via email and phone
  • Input client data into the back-office system
  • Gathering client information & administrative work to support the completion of client applications
  • Support Advisers by dealing with client queries
  • Providing regular updates to clients on the progress of their application
  • Organise and help Advisers prepare for future planning meetings with the clients
  • Manage the completion of client trust documentation
  • General admin – booking meeting rooms, dealing with incoming and outgoing post
  • Support the input of data into the CRM system as required.
  
Experience:
  • 1 years’ experience working within financial services 2 years administration experience in a professional environment
In return you will receive free parking, 28 days holiday including bank holidays, death in service and exam support as well as a competitive salary £22,000 - £25,000
  
 

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