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Financial Services Administrator

Job details
Posting date: 04 April 2024
Salary: £24,000 per year
Hours: Full time
Closing date: 04 May 2024
Location: HA5 4SA
Company: Talent Finder
Job type: Permanent
Job reference: MFTHF-005-22254

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Summary

Financial Services Administrator | 1 year contract | Temporary with the potential to become permanent | Pinner | 9.30am -1.30pm 5 days per week | £24,000 pro rata| Remote role with office-based potential

Our client is a team of financial advisers specialising in providing advice on mortgages, personal and company protection, retirement planning, investments, and Inheritance tax planning.

The team have been helping clients navigate complex financial markets since 2001, and from those very early days, the business has evolved primarily through client recommendations.

This is a working from home position; however, this may change to office based. Initially, this role is a 12-month contract with a view to becoming permanent.

Are you the right person for the job?

• Experience in financial services is desirable but not essential
• Mortgage admin experience is desirable but not essential
• Must be proficient in all Microsoft Office tools
• Thorough attention to detail
• Excellent verbal and written communication
• Strong organisational skills

What will your role as a Financial Services Administrator look like?

• Answering calls
• Mortgage, life assurance and pension admin
• Buildings and contents quotes and letters
• Checking emails
• Suitability letters and reviews
• Tracking of cases and updates
• Keeping CRM updated
• Sending out newsletters and campaign management
• Full training will be provided

What can you expect in return?

• The opportunity to train, progress and be made permanent in a growing industry
• To work with a friendly team, with over 60 years of combined experience in Financial Services
• 20 days holiday pro-rata

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

Talent Finder is an advertising agency. Once you have submitted your application it will be passed to the third-party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm to whom your application has been forward

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