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Financial administrator

Wolverhampton (West Midlands)
£30,000 a year
Posted: 5h ago
Offer description

About Us I Need Staff Today Limited is a recruitment agency based in Wolverhampton. We are currently seeking a Financial Services Administrator for our client in Essington, Wolverhampton. This is an excellent opportunity for candidates with a background in financial services administration to join a dynamic and supportive team. Job Description We are looking for a Financial Services Administrator to provide crucial administrative and client support within our clients organization. The successful candidate will play a key role in managing customer records, ensuring compliance with regulatory standards, and supporting advisers and account handling teams in delivering outstanding client service. Key Responsibilities: Provide general administrative support, including filing, scanning, and processing payments. Maintain accurate customer and policy records using customer management systems. Communicate effectively with clients, manage inquiries, and assist with claims and policy adjustments. Ensure compliance with internal procedures and regulatory requirements, keeping complete and accurate customer files. Support financial advisers and account handling teams with new business processing, renewals, and ongoing client service. Requirements Essential: Minimum Level 2 qualifications in Maths and English (5 GCSEs AC or equivalent desirable). Previous experience in an administrative or financial services role. Strong verbal and written communication skills. Excellent organizational skills and attention to detail. Ability to manage multiple tasks and maintain accurate records. Preferred: Experience working within financial services administration. Familiarity with financial software and customer management systems; knowledge of XPLAN is highly desirable. What We Offer Salary: £27,000 £30,000 per annum. Working Hours: 9:00am 5:00pm, Monday to Friday. Opportunity to join a growing and established company in the financial services sector. Supportive and professional work environment. Location Essington, Wolverhampton How to Apply If you are seeking a new opportunity and have relevant experience in financial services or administration, we encourage you to apply today! Submit your up-to-date CV, and if selected, you will be contacted immediately to arrange an interview with our client. Important: Only candidates with relevant experience and qualifications will be considered. We look forward to receiving your application! Thank you, Staff Todays team

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