Are you an experienced financial administrator looking for a new challenge in the financial sector? We are a well-established financial advisory firm with over 25 years of experience, providing expert advice on mortgages, life insurance, pensions, and investments.Our team consists of four dedicated advisors, including two senior financial advisors with over 30 years of experience, a mortgage and protection advisor, and a wealth and protection advisor. We have built a strong client base through referrals and professional partnerships, and we pride ourselves on delivering exceptional service.We are looking for a highly organised and self-motivated Financial Administrator to join our team. The ideal candidate must be able to work independently as well as collaboratively, managing tasks efficiently while maintaining a high level of accuracy and attention to detail. Given the compliance-driven nature of our industry, precision is essential.Key Responsibilities:• General office administration: emails, photocopying, scanning, and handling paperwork• Answering calls and taking messages• Welcoming clients to the office• Managing incoming and outgoing post• Liaising with clients, mortgage lenders, and insurance providers to ensure smooth processing of business• Keeping up to date with lender criteria and compliance requirements• Submitting mortgage and life insurance applications through various systems• Maintaining and updating client records in our database• Ensuring compliance by collating and reviewing client documents• Sending and following up on invoicesSkills & Experience Required:• Previous administration experience is essential• Strong computer skills, including Microsoft Word and Excel• Excellent communication and customer service skills• Ability to prioritise workload and work accurately under pressureThis is a great opportunity to become part of a reputable firm with a strong industry presence. If you’re detail-oriented, proactive, and looking for a long-term role in financial administration, we’d love to hear from you!
Back to searchFinancial Administrator
THE OPENWORK PARTNERSHIP
Posted 2 days ago, valid for 20 days
Leamington Spa, Warwickshire CV311UY, England
Full Time
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Sonic Summary
- We are seeking an experienced Financial Administrator to join our established financial advisory firm with over 25 years in the industry.
- The ideal candidate should have previous administration experience and strong computer skills, particularly in Microsoft Word and Excel.
- This role requires excellent communication and customer service skills, along with the ability to work accurately under pressure.
- The position offers a competitive salary of ÂŁ25,000 to ÂŁ30,000, depending on experience, and requires a minimum of 2 years in a similar role.
- Join our dedicated team to contribute to our reputation for exceptional service in mortgages, life insurance, pensions, and investments.
