Financial Administrator

TipTopJob; West Midlands Combined Authority; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services organization is looking for a Financial Administrator to provide vital support within their team. You will offer administrative services to advisers, ensuring smooth client experiences. This role allows for personal growth with full training and a clear career progression path. Ideal candidates should be organized, proactive, and customer-focused.

Qualifications

• Experience in financial administration, particularly with mortgage applications preferred.
• Strong ability to manage time effectively and meet deadlines.
• Self-motivated and adaptable approach to learning.

Responsibilities

• Provide comprehensive administrative service to advisers.
• Book client review meetings and maintain accurate records.
• Investigate and respond to queries professionally.

Skills

Customer service skills

Organisational skills

Proficiency in Microsoft Office

Job description

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

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

What You Will Bring

1. Excellent customer service skills and the ability to build strong rapport.
2. Strong organisational skills, with the ability to manage time effectively and meet deadlines.
3. Experience in financial administration, particularly with mortgage applications, is preferred.
4. Proficiency in Microsoft Office programs, including Word and Excel.
5. 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.