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.