Financial Services Administrator

Job content

FINANCIAL SERVICES ADMINISTRATOR
STOKE-ON-TRENT

£23k-£28k, depending upon experience, + Bonus + Benefits

35 hours per week, shifts Monday – Saturday

A thriving company within the banking sector is looking for a Financial Services Administrator to be responsible for handling the sales support/underwriting and ensuring the business taken on is within the set parameter. You will also be building and sustaining relationships with customers and dealers.

BENEFITS

You can enjoy a great work-life balance with this company. They have a fantastic benefits package including the option to purchase an additional five days’ annual leave, save for the future with their car salary sacrifice scheme, or gym membership discounts, and group stakeholder pension plan. There are also lots of lifestyle and wellbeing benefits including life assurance, private healthcare, cycle to work scheme, and other healthcare packages too.

WHAT YOU’LL BE DOING

As a Financial Services Administrator your key duties will include:

• Processing customer proposals and underwriting them
• Liaising with external parties regarding the outcome/decisions of a proposal
• Negotiating with dealers the figures and requirements to make the deal acceptable
• Processing of customer documentation and completing customer security checks
• Processing the payment of funds
• Adhering to requirements of set procedures along with certain database checks for items that may occur when underwriting e.g., CIFAS (UK Fraud Prevention Service)
• Collecting and negotiating fees that have accrued on customer accounts
• Operation of the proposal system with clear notes and rationale that is to company standard and audit process
• Completing general administration tasks related to new business activity

WHAT YOU’LL NEED

To be considered for the role of Financial Services Administrator, you must have:

• A recent graduate or previous experience in an office-based customer-focused environment
• Experience within Financial Services or working to FCA regulations is desirable but not essential
• Strong communication skills
• Excellent IT Skills (MS Word, Excel and Outlook)
• Ability to work well as part of a team collaboratively
• A good attention to detail with high levels of accuracy

HOW TO APPLY

Does this sound like you?

Send your CV and one of our team will review your application to see if the Financial Services Administrator is the right position for you.

Job Types: Full-time, Permanent

Salary: £23,000.00-£28,000.00 per year

Benefits:

• Additional leave
• Cycle to work scheme
• Employee discount
• Health & wellbeing programme

Schedule:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Stoke-on-Trent: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Do you have previous office-based experience or have worked in Financial Services?
• Do you have excellent communication and relationship building skills?
• Do you have strong attention to detail?

Work Location: In person