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Savings Administrator

Tulip Recruitment
Posted 12 hours ago, valid for 8 days
Location

Basingstoke, Hampshire RG22 4UY

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A reputable organisation is seeking a Savings Administrator to join their team due to continued growth.
  • The role involves servicing savings customers by completing various administrative tasks related to their accounts, including account openings and ISA processing.
  • Candidates should have proven experience as an administrator, preferably within the financial services industry, and a strong customer service orientation.
  • The position offers a competitive salary along with benefits such as a performance-related bonus, pension scheme, and 25 days of annual leave.
  • This is an office-based role requiring 37.5 hours of work per week.

Due to continued growth, this reputable organisation has an opportunity for a Savings Administrator to join them on an exciting and rewarding career path.

The Savings Administrator will play a key role in servicing savings customers through completing a variety of administrative tasks associated with their accounts. From the opening of accounts and efficiently on-boarding customers, through to estate management and ISA processing, this is a varied role where you will be involved in many administrative tasks and responding to customer enquiries in writing and by telephone, where required.

This is an office based working Monday to Friday, 37.5 hours per week

Required experience

  • Proven experience working as an administrator, ideally within the financial services industry. Considering the nature of this role, if you have savings or investments product knowledge experience, this would be highly advantageous.
  • Excellent communication skills, with a passion for delivering a first-class customer experience.
  • The ability to prioritise key tasks effectively and completing them pro actively.
  • The environment is constantly evolving; therefore, it is also important that you are comfortable with adapting to change.
  • Working autonomously, as well as part of a team with the ability to pay meticulous attention to detail.
  • Confident working with various computer systems; therefore it is desired that you have a good understanding of Microsoft Office products.

Benefits

  • Competitive salary
  • Annual performance related bonus based on individual and company performance.
  • Generous contributory pension scheme
  • Life assurance
  • 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply)
  • Receive an extra day paid annual leave for Volunteering
  • Discounted gym membership

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.