Financial Administrator

Automotive recruitment; Stourbridge; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the financial services industry seeks a Financial Administrator in Stourbridge. The role involves providing confidential administrative support, maintaining records, and ensuring a seamless client experience. This is a great opportunity for individuals looking to advance their careers with training and potential progression into roles like Paraplanner or Mortgage Adviser.

Qualifications

• Strong customer service skills essential.
• Prior experience in financial administration is preferred.
• Proficiency in Microsoft Word and Excel required.

Responsibilities

• Provide administrative support to financial advisers.
• Maintain filing and record systems for documents.
• Process applications and liaise with clients efficiently.

Skills

Customer service

Organisational skills

Self-motivated

Education

Experience in financial administration

Tools

Microsoft Office

Job description

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Sector: Sustainability

Function: Finance

Contact: Natalie Smith

Email: [e-mail]

Phone: [phone]

Duration: Permanent

Job Ref: 69786

Job details

Are you ready to take the next step in your career with a role that offers growth, development, and the chance to make a real impact? This is an exciting opportunity to join a forward-thinking organisation as a Financial Administrator. With full training provided and a clear pathway for progression, this role is perfect for someone looking to build a rewarding career in the financial services industry.

What You Will Do

• Provide a comprehensive personal and confidential administrative service to advisers.
• Book review meetings for advisers with existing clients, ensuring a seamless experience.
• Process applications efficiently and liaise with suppliers to gather and share information with clients.
• Investigate and respond to adviser queries promptly and professionally.
• Maintain accurate filing and record systems, ensuring immediate access to required documents.
• Complete general administration tasks, such as filing and photocopying, in a timely manner.
  
  

What You Will Bring

• Excellent customer service skills and the ability to build strong rapport.
• Strong organisational skills, with the ability to manage time effectively and meet deadlines.
• Experience in financial administration, particularly with mortgage applications, is preferred.
• Proficiency in Microsoft Office programs, including Word and Excel.
• A self-motivated and adaptable approach, with a willingness to learn and develop professionally.
  
  

This role is more than just administration; it's a chance to contribute to the success of a company that values excellence and innovation. With the opportunity to progress within the SJP Accreditation Framework, you can aim for roles such as Paraplanner, Mortgage Adviser, or Financial Adviser. This is your chance to join a team that supports your ambitions and helps you achieve your career goals.

Interested?:

If you're ready to take on the challenge and grow your career as a Financial Administrator, don't wait. Apply today and take the first step towards an exciting future!

Your CV will be forwarded to Jonathan Lee Recruitment, a leading engineering and manufacturing recruitment consultancy established in 1978. The services advertised by Jonathan Lee Recruitment are those of an Employment Agency.

In order for your CV to be processed effectively, please ensure your name, email address, phone number and location (post code OR town OR county, as a minimum) are included.

6604903

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Natalie Smith

Recruitment Consultant

• 01384 446130
• [e-mail]
  
  

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