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 DetailsThis 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.DescriptionManaging a busy pre-offer pipeline of applications. Working closely with our Underwriting team to ensure applications are progressed to the correct outcome efficiently and accurately. Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria. Remaining compliant with all applicable regulatory guidelines. Developing and maintaining key relationships with internal and external customers. Answering internal and external customer queries, with the key objective of first-time resolution. Meeting key performance indicators and service levels by working to agreed objectives and deliverables. Identifying potential issues and suggesting suitable solutions or process improvements.Profile Customer service experience An understanding the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly. Have strong organisation skills with an ability to work to strict deadlines ..... full job details .....
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