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Mortgage Administrator

Southampton, Hampshire, England

£17.5k per year

Permanent (Full time)

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Pension and Investment Administrator - IMMEDIATE START AVAILABLE

Salary: circa £17,500 to start with and a review after successful completion of probationary period

Hours: Full time, Monday to Thursday 08.45 to 17.00, Friday 07.45 to 16.00

Benefits: 20 days holidays +bank holidays, pension scheme after probation, free parking

Location: SO31

Our client is one of the UK's leading financial advice firms. Founded on the vision that too many consumers weren't receiving the financial service or level of choice they deserved, it grew rapidly by teaming up with like-minded finance professionals who wanted to be part of a progressive company and only provide the highest standards of advice.

Due to continued success our client is looking for a well organised, reliable individual to join their team of dedicated administrators.

Duties Include:

Diary Management

Processing Special Category Data requests

Use of online compliant Fact Find systems

Scanning documents


Processing authority requests

Using your own initiative to enable cases to progress smoothly and quickly.

Updating our company database.

Managing your own diary.

Working alongside your allocated investment and pension advisers and the team of administrators.

Maintaining a high standard of customer service and follow strict procedure.

Assisting colleagues in busy periods/absences.

Updating the CRM system.

Liaising with clients and providers

The Ideal Candidate:

Previous experience working within the financial services sector would be preferable but not essential

Excellent telephone manner

High standard of written and spoken English

Friendly and bubbly

Proactive approach

Willingness to learn

If you feel you are the ideal candidate APPLY today!

Keywords: Administrator, Pension Administrator, Client Service Coordinator, Client Coordinator, Customer Services, Customer Service Advisor, Customer Support, Customer Service Coordinator, Customer Support Coordinator, Technical Support, Admin, Administration..

Posted 125 days ago

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