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Financial Services Administrator Job, Llandudno, North Wales

Wales - Conwy
Display Salary:
£10.00 per hour
Date Posted:
22 Feb 2017
Vacancy Type:
Permanent - Part time
Job Description

Financial Services Administrator Job, Llandudno, North Wales

Have you ever wanted to advance your career within a professional financial services organisation on a Part time, permanent basis? This is an opportunity for a Financial Service Administrator to join a well-established and rapidly expanding financial services organisation based near Llandudno to support the continued growth of the business.

In the Financial Services Administrator job, Llandudno, North Wales you will be:

  • Making policy enquiries and collating policy information
  • Creating, updating and checking accuracy of policy valuations
  • Processing new business which will include mortgages, life insurance, pensions and investments, and chasing applications in progress
  • Drafting client reports
  • Researching financial products
  • Creating and organising both paper and electronic client files
  • Data handling and maintaining the company’s database, ensuring a high level of accuracy
  • Dealing with correspondence
  • Screening phone calls, enquiries and requests, and handling them when appropriate
  • Opening and sorting incoming mail; and preparing outgoing mail

To be considered for the Financial Services Administrator job, Llandudno, North Wales you must have:

  • A Certificate in Financial Services CF1/RO1 or equivalent
  • A good understanding of financial products (mortgages, life insurance, pensions and investments)
  • Proven experience in a similar role / financial advice environment
  • Strong communication and listening skills
  • Good IT and administration skills with a good working knowledge of Microsoft Office Suite (Word, Outlook, Excel).
  • Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and use own initiative
  • Excellent time management, organizational skills and attention to detail

This is a part-time permanent vacancy with flexible hours working for example; Monday, Tuesday, Thursday and Friday 9.30am – 3.00pm, with an hourly pay rate of £10.00 per hour.

Thank you for viewing our vacancy for a Financial Services Administrator job based in Llandudno, North Wales. For more information about this or any of our other vacancies please contact Supertemps, the leading recruitment agency in North Wales.

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