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Finance administrator


My client are looking for a financial administrator to join their team in Leicester. This position will require you to support the wider team by providing operational and administrative support within financial services. The right individual will be extremely motivated and have a high attention to detail to ensure the smooth and efficient support of the team. This is a great opportunity to work for a well respected financial services company.

Key responsibilities;

  • Preparing client files for reviews

  • Preparing and submitting new business to providers

  • Liaising with adviser and clients to ensure excellent service is delivered

  • Ensuring all client documentation is correctly recorded and case notes are updated

  • Acting as the first point of contact for clients and resolving queries/problems in a timely manner

Key experience;

  • Strong written and verbal communication skills

  • Good telephone manner with the ability to build rapport and provide excellent customer service

  • Great organisation and planning skills

  • Key attention to detail.

  • Confident in speaking with individuals at all levels.

Interviews taking place this week so please do apply with an up to date CV.