Job Description
This is a fantastic opportunity for you to develop your career within a modern and forward-thinking financial services firm. We require a bright, ambitious and hard-working administrator to join our friendly and supportive administration team.
THE ROLE:
This role is based in our Leamington Spa office. Your duties will vary day-to-day and will include the following:
* Making calls/requests to and dealing with mortgage/life companies
* Answering and dealing with incoming telephone calls.
* Making outgoing telephone calls.
* Making calls/requests to and dealing with pension, investment and insurance companies.
* Processing of new business applications.
* Supporting our Mortgage Capacity Experts and Trustee Accounts Specialists.
* Supporting our Paraplanners.
* Administering Group Scheme Policy Renewals.
* General office admin duties.
* Greeting visitors at our office.
* Communicating with clients.
There are excellent career prospects. Many of the team joined in entry-level positions and progressed their careers into management, paraplanning and advising.
KEY SKILLS & EXPERIENCE:
* Previous financial services experience is preferred
* Minimum education in Maths and English GCSE grade C and above (or equivalent).
* Good working knowledge of Word and Excel.
* Enthusiastic, friendly and willing to learn.
SALARY & BENEFITS:
* Basic salary of £23,000-£25,000, depending on experience and qualifications.
* 20 days holiday plus bank holidays, increasing with tenure.
* Christmas office closure.
* Excellent career progression opportunities within financial services.
* Full benefits and wellness package.
* Regular social and charity events.
If you'd like to work with a close-knit, friendly team that will nurture your career, please apply today.
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