Administrator / Financial Services Administration Coordinator

AWD online; Yateley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in Yateley is seeking an Administrator / Financial Services Administration Coordinator. The role involves supporting clients across the UK and facilitating the smooth running of the office. Successful candidates will have experience in financial services, strong communication abilities, and an eye for detail. The company emphasizes excellent customer service and administrative skills for effective operation. This position offers the chance to work in a dynamic environment with a supportive team.

Qualifications

• Experience within the Financial Services sector with administration and processing experience.
• Proven strong ethic of client service.
• Understanding of working with Financial Services platforms.
• Friendly and professional attitude.
• Confident communicator in writing and face-to-face interactions.

Responsibilities

• Process brokered cases from application to completion.
• Liaise with clients and product providers via phone and email.
• Produce Client Planning Review documentation.
• Research Protection and General Insurance.
• Maintain registers and client information database.

Skills

Administration experience

Communication skills

Customer service

Attention to detail

Time management

Education

CII exams or equivalent qualification

Tools

Microsoft Office

Job description

We have a fantastic new job opportunity for an Administrator / Financial Services Administration Coordinatorwho 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.

Working as the Administrator / Financial Services Administration Coordinator you will be responsible for supporting clients across the UK, the office in Yateley and a remote Team.

As the Administrator / Financial Services Administration Coordinator you will facilitate the smooth running of the Yateley office and assist in driving the business forward. You will enjoy working in a fast paced, dynamic environment and be willing to get involved in workload as well as helping to manage it.

As a successful candidate you will need an eye for detail, excellent customer service and administrative skills and a professional, friendly and helpful telephone manner.

APPLY TODAY

If this job looks like your ideal position, then please send in your CV as soon as possible for our Recruitment Team to review.

DUTIES

Your duties as an Administrator / Financial Services Administration Coordinator will include:

• Processing brokered cases from application through to completion
• Liaising with both clients and product providers via telephone, email etc as necessary and routing calls accordingly, fielding both basic and technical client queries where possible
• Producing Client Planning Review documentation
• Protection and General Insurance research
• Using various online systems to enter, obtain and collate information producing relevant documentation where required
• Support with the business retention of existing policies
• Arranging and participating in meetings, conferences, and team activities
• Maintaining registers and client information database in accordance with internal compliance requirements
• Prioritising workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
• Maintain an awareness of and act in accordance with all Company, compliance and legislative obligations, procedures and regulations
• Positively contribute to the Team’s overall achievement of Service Levels and KPIs, actively identifying opportunities for improvement
• General office duties including scanning, filing and other tasks as may be necessary to support the effective operation of the Service

CANDIDATE REQUIREMENTS

• Experience within the Financial Services sector with administration and processing experience
• A proven strong ethic of client service
• An understanding of working with, and extracting data from, Financial Services platforms
• CII exams or the equivalent qualification to A Level standard
• Have a friendly and professional attitude and able to react to varying situations with a can do and proactive attitude
• Microsoft Office software experience
• Confident communicator in both writing, verbal and face to face with colleagues, clients and providers
• A realistic travelling distance (within a 10 mile radius) to our Yateley office
• Accurate keyboard and data entry skills
• Good time management and the ability to prioritise workloads to meet challenging deadlines
• Attention to detail is a MUST

Financial Administrator • Yateley, Hampshire