Administrator / Financial Services Administration Coordinator

AWD online; Yateley; On-site; GBP 28,000 - 38,000; Full time

Job summary

A well-established Financial Services firm based in Yateley seeks an Administrator / Financial Services Administration Coordinator. This role involves supporting clients, managing workflows, and ensuring compliance with regulations. The ideal candidate will possess strong administrative skills, attention to detail, and a client-focused approach.

Qualifications

• Experience in Financial Services administration and processing is critical.
• Strong written and verbal communication skills essential.
• Good time management and prioritization skills are required.

Responsibilities

• Processing brokered cases from application to completion.
• Liaising with clients and product providers, handling queries.
• Maintaining registers and client databases in compliance with internal requirements.

Skills

Attention to detail

Client service ethic

Time management

Microsoft Office proficiency

Excellent communication skills

Education

CII exams or equivalent to A Level standard

Job description

Administrator / Financial Services Administration Coordinator who has experience with administration and processing within the Financial Services sector, excellent written and verbal communication skills, as well as great time management and attention to detail, is required for a well-established Financial Services Firm based in Yateley, Hampshire.

SALARY: circa.£28,000 - £38,000 per annum (Depending on Experience)

LOCATION: Yateley, Hampshire (100% Office Based) - Candidates must be within a 10 mile radius to the Yateley office

JOB TYPE: Full-Time, Permanent (We will also consider Part-Time Hours for the right candidate)

FULL-TIME WORKING HOURS: 35 Hours per Week

PART-TIME WORKING HOURS: 24 Hours per Week (Flexible Days and Start/Finish Times to be discussed during interview)

JOB OVERVIEW

We have a fantastic new job opportunity for an Administrator / Financial Services Administration Coordinator with experience in administration and processing within the Financial Services sector, excellent written and verbal communication skills, as well as great time management and attention to detail.

Working as the Administrator / Financial Services Administration Coordinator, you will support clients across the UK, the offices in Yateley and Swindon, and a remote team.

You will facilitate the smooth running of the Yateley office and assist in driving the business forward. You should enjoy working in a fast-paced, dynamic environment and be willing to get involved in workload management.

The ideal candidate will have an eye for detail, excellent customer service and administrative skills, and a professional, friendly telephone manner.

APPLY TODAY

If this job matches your skills and interests, please send your CV for our Recruitment Team to review.

DUTIES

Your duties will include:

• Processing brokered cases from application to completion
• Liaising with clients and product providers via phone, email, etc., and routing calls accordingly, handling basic and technical client queries
• Producing Client Planning Review documentation
• Researching Protection and General Insurance options
• Using online systems to enter, obtain, and collate information, producing relevant documentation
• Supporting the retention of existing policies
• Arranging and participating in meetings, conferences, and team activities
• Maintaining registers and client databases in compliance with internal requirements
• Prioritising workload to meet performance standards and deliver excellent service
• Ensuring compliance with all company, legislative, and regulatory obligations
• Contributing to team achievement of Service Levels and KPIs, and identifying improvement opportunities
• Performing general office duties such as scanning, filing, and other tasks to support operations

CANDIDATE REQUIREMENTS

• Experience in Financial Services administration and processing
• Strong client service ethic
• Understanding of Financial Services platforms and data extraction
• CII exams or equivalent to A Level standard
• Friendly, professional, proactive attitude
• Microsoft Office proficiency
• Excellent communication skills, both written and verbal
• Within a 10-mile radius of Yateley
• Accurate keyboard and data entry skills
• Good time management and prioritisation skills
• Attention to detail is essential

HOW TO APPLY

Submit your CV to our Recruitment Team for review. Successful applicants will be forwarded to our client for consideration. By applying, you consent to your details being shared for this purpose.

JOB REF: AWDO-P13494

Full-Time and Part-Time, Permanent roles available. Find jobs in Yateley, Hampshire. Recruitment services provided by AWD online.

AWD online specializes in candidate sourcing and advertising on multiple job boards on a non-commission basis. AWD online operates as an employment agency.

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