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Financial Services Administrator
Job Type: Permanent
Salary: £25,000 per annum
Hours: 35 hours Mon-Fri
Location: Ellesmere Port
This is a great opportunity to join a an established and growing international financial services company, providing a wide range of financial services in the UK and abroad who’s focus is on delivering exceptional service to their clients. This is an exciting opportunity to join the Employee Benefits Division team.
This role will give you the opportunity of working within a forward-thinking and growing international financial services Company where you are not just a number but a valued and respected member of our close team.
Benefits:
- Annual Leave starting at 25 days per year (plus Statutory Bank Holidays)
- A day off on your Birthday!
- Flexible Working options to support a work/life balance
- A monetary bonus (after 5, 10, 15 and 20) years’ service
- Company Pension
- Life Assurance / Death in Service Scheme
- Income Protection Scheme
- Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options
- Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role
- Free car parking
As The Financial Services Administrator, your responsibilities will include:
- Maintain client records and our internal system
- Process new business applications, joiners/ leavers / changes
- Liaise with insurers and internal stakeholders
- Process policy renewals
- Check and process renewal data
- Check quotes
- Issue membership documents
- Check and issue annual renewal accounts
- Answer client queries and provide an excellent customer experience
- Prepare reports for Senior stakeholders
Experience and skills required for this role:
- Ideally you will have experience within the financial services industry
- Excellent telephone skills and experience speaking with client and / or insurers and providers
- Excellent communication and interpersonal skills
- Self-Motivated and uses initiative
- Organised and methodical with an eye for detail
- Excellent written English skills and fully competent at Microsoft Word and Excel
