Administrator Financial Services

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

Benefits offered by this job

25 days leave + public holidays

Pirkx Subscription for Discounts and/C

Company Events

Company Pension

Subsidised Private Medical Insurance

Financial Planning Services

Job summary

Work Wales in Swansea is seeking an Administrator for a Financial Services role. The position is permanent and based in the company offices in Swansea SA1, working from 09:00 to 17:30, Monday to Friday, 37.5 hours per week.

The successful candidate will have prior administrative experience; experience in financial services is advantageous but not essential. The role involves handling lending applications, client packs, and liaising with lenders to progress cases, with duties spanning compliance

Qualifications

• Previous experience in a busy administrative position.
• Solid computer skills.
• Excellent communication skills both verbal and written.

Responsibilities

• 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.

Skills

Administrative experience

MS Office / Computer skills

Communication skills

Quick learner

Multitasking

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 09:00AM - 05:30PM 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