Financial Services Administrator

The Financial Services Administrator will provide essential administrative support within the financial services industry, ensuring smooth and efficient operations. This role is ideal for someone detail-oriented and capable of managing multiple tasks in a fast-paced environment.

Client Details

This role is with a reputable organisation in the financial services industry. As a small-sized company, they specialise in delivering tailored financial solutions and prioritise precision and operational excellence in their work.

Description

Managing a busy pre-offer pipeline of applications.

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Working closely with our Underwriting team to ensure applications are progressed to the correct outcome efficiently and accurately.

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Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria.

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Remaining compliant with all applicable regulatory guidelines.

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Developing and maintaining key relationships with internal and external customers.

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Answering internal and external customer queries, with the key objective of first-time resolution.

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Meeting key performance indicators and service levels by working to agreed objectives and deliverables.

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• Identifying potential issues and suggesting suitable solutions or process improvements.

Profile

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Customer service experience

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An understanding the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly.

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Have strong organisation skills with an ability to work to strict deadlines with considerable attention to detail.

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• Meticulous attention to detail.

Job Offer

Growth shares.

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Annual performance bonus (cash and growth shares).

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High-quality working environment in a central London office in the heart of Fitzrovia.

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Hybrid working.

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30 days'' holiday, plus UK bank holidays.

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Private health cash reimbursement plan.

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Employer pension contribution.

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Salary-sacrifice pension scheme, saving marginal rate on contributions.

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Salary-sacrifice nursery voucher scheme, as above.

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Employee assistance programme