Administrator Financial Services

Confidential; Swansea; On-site; GBP 25,000 - 27,000; Full time

Benefits offered by this job

Birthday day off

Pirkx Discounts

Company Pension

Private Medical Insurance

Company Events

Salary packaging

Job summary

Confidential, based in Swansea SA1, seeks an Administrator - Financial Services to join as Bridging and Commercial Case Manager. This permanent position runs 09:00–17:30, Monday to Friday (37.5 hours).

Duties include forwarding applications to lenders, sending packs, reviewing documents and liaising on progress; valuation instructions and file notes are routine. Prior admin experience helps; financial services exposure is advantageous. Salary £24,784–£26,500 per year, negotiable by experience.

Qualifications

• Previous experience in a busy administrative position.
• Experience in financial services or a structured sector is advantageous.
• Ability to handle a wide variety of tasks simultaneously.
• High levels of accuracy and attention to detail.
• Excellent verbal and written communication skills.
• Solid computer skills.
• A quick learner, keen to learn new tasks.
• Comfortable working in a busy fast paced environment.

Responsibilities

• Forwarding applications to lenders and sending out application packs.
• Ensuring return of applications and reviewing documentation.
• Liaising with lenders regarding progress and outcomes.
• Instructing property valuations and chasing for results.
• Reviewing valuation reports and ensuring legal documents are requested and returned.
• Extensive liaison with customers, lenders and internal colleagues.
• Making detailed notes on all case files and updating the system.

Skills

Communication skills

Computer skills

Attention to detail

Multi-tasking

Quick learner

Verbal communication

Job description

Administrator - Financial Services

Swansea

£24784 - £26500 PA Negotiable on Experience

The Company

Opportunity to join a Financial Services company based in Swansea SA1. The company provide financial and mortgage solutions for a wide variety of customers and are currently looking for an experienced administrator to take on the role of Bridging and Commercial Case Manager.

The Role

This is a permanent position working in the company offices based in Swansea SA1. You will work from 09:00 AM - 05:30 PM Monday to Friday. A 37.5 hour week

The role requires an experienced administrator. Previous experience in the financial services sector is definitely advantageous but not essential.

Duties and responsibilities include:

• Forwarding Applications to lenders
• Sending out application packs to clients
• Ensuring return of applications
• Reviewing of documentation received
• Liaising with lenders regarding application progress and outcome
• Instructing property valuations and chasing for results
• Reviewing valuation reports
• Ensuring all required legal documentation is requested, completed and returned
• Extensive liaison with customers, lenders and internal colleagues
• Making detailed notes on all case files
• Managing required tasks on a daily basis
• Ensuring computer system is up to date with latest information on all cases

Requirements

• Previous experience in a busy administrative position
• Ideally the applicant will have some experience in financial services or another highly structured sector
• Ability to work on a wide variety of tasks simultaneously
• High levels of accuracy and attention to detail
• Excellent communication skills both verbal and written
• Solid computer skills
• A quick learner, keen to learn new tasks
• Comfortable working in a busy fast paced environment

In return

The company are offering excellent cross over training for experienced administrators which will give the successful applicant good knowledge and exposure to the financial services sector. The salary is based on relevant experience and offers 25 days leave plus public holidays. Once you have successfully completed your probation the following additional benefits are available

• Additional day off for your Birthday
• Pirkx Subscription for Discounts and Cashback
• Company Events
• Company Pension
• Subsidised Private Medical Insurance
• Financial Planning Services