Finance Administrator
Posted on :
23-10-2022
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Job Description
We are currently working with a fast-growing Financial Services firm who are looking to add a Finance Administrator to their team.
Role Duties Include:
- Supporting the Financial Advisers in administration of Financial Services process
- Creating client files, inputting mortgage and life and home insurance applications online
- Following up with clients, keeping them informed and following up on outstanding information
- Proactive pipeline management, liaising with financial institutions, Solicitors, GPs and following up outstanding requirements
- Issuing business and closing files
- Compliance cross-checking and archiving
Requirements
- 1-2 years experience in an administration position
- Experience of financial intermediary market an advantage but not a requirement
- Proficient in MS office packages; specifically, Excel and Word
- Excellent interpersonal skills, good ability to multitask and meet deadlines
- Ability to work in a fast paced environment
- Highly motivated with an ability to take ownership and with strong attention to detail
- Ability to use discretion and maintain confidentiality at all times
Benefits
If you are interested in learning more about this opportunity please apply directly via the link provided.
1-2 years experience in an administration position Experience of financial intermediary market an advantage but not a requirement Proficient in MS office packages; specifically, Excel and Word Excellent interpersonal skills, good ability to multitask and meet deadlines Ability to work in a fast paced environment Highly motivated with an ability to take ownership and with strong attention to detail Ability to use discretion and maintain confidentiality at all times
Employment Type
Full Time
Key Skills
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