Financial Services Administrator

Get Staffed Online Recruitment; Leicester; On-site; GBP 22,000 - 24,000; Full time

Job summary

A leading financial services company seeks a Financial Services Administrator in Leicester to provide outstanding customer service and manage communications across departments. The role involves significant customer interaction, problem resolution, and maintaining accurate records. The ideal candidate should possess strong organisational, communication, and relationship-building skills, along with a willingness to pursue professional qualifications in the financial services sector.

Benefits

Company pension

Health & wellbeing programme

Sick pay

Options to buy/sell holiday

Qualifications

• Success in customer service or business development role.
• Outstanding listening and communication skills.
• Highly organised with ability to multitask.

Responsibilities

• Provide first line telephone support to the network.
• Handle inbound calls to the Network and resolve queries.
• Maintain accurate records on CRM and inform the Network of developments.

Skills

Customer service

Communication

Organisation

Multitasking

Relationship development

Analytical skills

Team player

Education

Willingness to work towards CeMAP/equivalent qualification

Job description

Financial Services Administrator

Location: Leicester; Office based

Salary: £22 - 24k

Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location.

The Role

Provide first line telephone support to the network with right first time outstanding, proactive customer service.

Key Tasks:

• Handle inbound calls to the Network.
• Proactive and accurate resolution of queries by liaising across departments where required.
• Timely and transparent communications with the Network to manage expectations and resolutions.
• Maintain accurate records on CRM.
• Manage multiple workloads across in-boxes, phone contact and Teams meetings.
• Proactively inform the Network of company and industry developments.
• Research and maintain knowledge on industry products and regulatory changes.
• CPD training completed as required per quarter.

The ideal candidate should have the following experience/skills:

• Success in customer service or business development role.
• Outstanding listening and communication skills.
• Highly organised and ability to multitask.
• Strong relationship development skills
• The ability to analyse information with a view to making informed decisions.
• Good team player with ability to work under own initiative.
• Willing to work towards CeMAP/equivalent professional financial services qualification.

Benefits:

• Company pension
• Health & wellbeing programme
• Sick pay
• Options to buy/sell holiday