Financial Services Administrator: Client Care & Case Support

AWD online; Yateley; On-site; GBP 28,000 - 38,000; Full time

Job summary

AWD online is seeking a diligent Financial Services Administrator to support its Yateley office. The role involves handling client cases, liaising with providers, and maintaining compliance records in a fast-paced environment.

The successful candidate will have experience in financial services administration, strong client service skills, and proficiency with Microsoft Office. This on-site role offers permanent, full-time employment with pro-rata salary in the £28,000–£38,000 range.

Qualifications

• Experience in financial services administration.
• Strong client service ethic.
• Good data handling with financial platforms.
• Excellent written and verbal communication.

Responsibilities

• Process brokered cases from application through to completion.
• Liaise with clients and providers by telephone and email; route calls accordingly.
• Produce client planning review documentation accurately and efficiently.
• Carry out protection and general insurance research as required.
• Use online systems to enter, obtain and collate information; produce relevant documentation.

Skills

Client service

Data extraction

Communication

Time management

Microsoft Office

Education

CII exams / A Level

Tools

Microsoft Office

Job description

AWD online is seeking a diligent Financial Services Administrator to support its Yateley office. The role involves handling client cases, liaising with providers, and maintaining compliance records in a fast-paced environment.

The successful candidate will have experience in financial services administration, strong client service skills, and proficiency with Microsoft Office. This on-site role offers permanent, full-time employment with pro-rata salary in the £28,000–£38,000 range.