Financial Services Administrator

RECRUITAMUM LIMITED; London; On-site; GBP 30,000 - 35,000; Full time

Job summary

A growing financial services business in NW4 seeks a Financial Services Administrator. The role involves general administrative support, client interaction, and some bookkeeping, ideal for candidates with an insurance or finance background. Immediate start available for the right candidate.

Qualifications

• Experience in administration and customer-facing roles advantageous.
• Ability to learn quickly and pick up on concepts.

Responsibilities

• Assist in day-to-day administration of the business.
• Handle client queries, filing, and bookkeeping.
• Ensure compliance with Financial Conduct Authority guidelines.

Skills

Good IT skills

Attention to detail

Report writing skills

Organisational skills

Communication skills

Interpersonal skills

Time management skills

Tools

Microsoft Office

Job description

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Role: Financial Services Administrator

Location: London, NW4 (office based)

Salary: £30K-£35K

Growing financial services business based in Hendon, NW4 seeks a Mortgage & Insurance administrator ideally suited to someone with Insurance, Mortgage, Legal or Accountancy based background. The ideal candidate will be computer and internet literate, well spoken, competent in writing letters to clients and able to work on own initiative.

Previous office experience is essential and good references required. Training will be given.

Immediate start if possible.

Hours

Full time - 9:00am - 5:00pm

Description Of Role, Key Responsibilities & Duties

To assist with the day to day running and administration of the business.

Duties:

• General Administration Support:
• Dealing with client queries
• Filing
• Answering the telephone
• Basic bookkeeping (training will be provided)
• Shredding
• Entering commissions into accounting software (training will be provided)
• Writing suitability letters to clients for life insurance, health insurance and mortgages
• To assist in ensuring that all business is conducted in accordance with the rules, guidelines and expectations of the Financial Conduct Authority
• Understand and follow all relevant compliance considerations
• Keeping all relevant systems up to date
• New Business & Renewals
• Obtaining quotes from the various insurers
• Collating quotes for prospective clients
• Complete application forms
• Follow-up with insurers and lenders for any outstanding requirements on submitted applications
• Ensure that all paperwork has been issued correctly to clients
• Identifying opportunities to cross sell products to existing clients
• Ensuring that renewals are processed in a timely manner
  
  

Core Competencies, Skills &

knowledge required

Requirements:

• Good IT skills
• Microsoft Office - Good working knowledge
• High attention to detail
• Report and letter writing skills
• Strong organisational and all-round administration skills
• Ability to multi task and prioritise
• Previous administration and experience in a customer facing role advantageous
• Communication skills
• Interpersonal skills
• Time management skills
• Ability to learn quickly and pick up concepts and processes
• Knowledge of the insurance and/or financial services industry (desired, not essential)
  
  

Personal Attributes

Requirements:

• Discrete
• Enthusiastic
• Self motivated
• Committed and passionate
• Strong interpersonal and communication skills
• Flexible

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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