Dewislen

Financial Services Administrator

Manylion swydd
Dyddiad hysbysebu: 05 Mehefin 2025
Cyflog: £22,000 i £24,000 bob blwyddyn
Oriau: Llawn Amser
Dyddiad cau: 05 Gorffennaf 2025
Lleoliad: Leicester, LE19 1RJ
Gweithio o bell: Ar y safle yn unig
Cwmni: Get Staffed Online Recruitment Limited
Math o swydd: Parhaol
Cyfeirnod swydd: ENH-5983-7

Gwneud cais am y swydd hon

Crynodeb

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 networkwith 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

Gwneud cais am y swydd hon