Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services administrator

Tamworth
Financial services administrator
Posted: 28 March
Offer description

Company Overview: We are recruiting on behalf of a successful and well-established financial services business based in Tamworth. Known for their professional approach and strong client relationships, this growing company offers a supportive team environment and clear opportunities for long-term career development. Role Overview: This is an excellent opportunity for an organised and detail-driven Financial Services Administrator to join a high-performing team. You will play a key role in supporting advisers and ensuring a smooth and efficient journey for clients from initial application through to completion. This role is ideal for someone who thrives in a fast-paced, process-driven environment and takes pride in accuracy, compliance, and delivering excellent service. Key Duties – Financial Services Administrator: Provide full administrative support to Financial Advisers Liaise with clients, lenders, insurers, and solicitors Request, manage, and collate client documentation Maintain accurate case notes and CRM records Carry out compliance checks in line with regulatory standards Submit mortgage, home insurance, and protection applications Manage cases through to completion, ensuring deadlines are met Proactively chase outstanding information and updates Keep clients and advisers informed throughout the process Key Skills & Experience – Financial Services Administrator: Previous experience within financial services, mortgages, or protection (preferred) Strong organisational and time management skills Excellent attention to detail and accuracy Confident communicator with strong interpersonal skills Proficient in Microsoft Office (Word, Excel) and CRM systems Methodical and compliance-focused approach Ability to prioritise workload in a fast-paced environment Team player with the ability to work independently Confident liaising with stakeholders at all levels Package & Benefits – Financial Services Administrator: Salary up to £30,000 (dependent on experience) Monday to Friday working hours 9am - 5pm Supportive and professional working environment Opportunity to join a growing and successful business Long-term career progression opportunities

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Banking jobs in Tamworth
jobs Tamworth
jobs Staffordshire
jobs England
Home > Jobs > Banking jobs > Financial services administrator jobs > Financial services administrator jobs in Tamworth > Financial Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save