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