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Client:
AWD online
Location:
Yateley, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
af71f9711bbf
Job Views:
6
Posted:
25.08.2025
Expiry Date:
09.10.2025
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Job Description:
JOB OVERVIEW
We have a fantastic new job opportunity for an Administrator / Financial Services Administration Coordinator who has experience with administration and processing within the Financial Services sector, excellent written and verbal communication skills, as well as great time management and attention to detail.
Working as the Administrator / Financial Services Administration Coordinator, you will be responsible for supporting clients across the UK, the office in Yateley, and a remote team.
You will facilitate the smooth running of the Yateley office and assist in driving the business forward. The role requires working in a fast-paced, dynamic environment and being proactive in workload management.
The ideal candidate will have an eye for detail, excellent customer service and administrative skills, and a professional, friendly, and helpful telephone manner.
APPLY TODAY
If this job matches your skills and interests, please send your CV for our Recruitment Team to review.
DUTIES
* Processing brokered cases from application through to completion
* Liaising with clients and product providers via phone, email, etc., and routing calls accordingly
* Handling basic and technical client queries
* Producing Client Planning Review documentation
* Conducting Protection and General Insurance research
* Using online systems to enter, obtain, and collate information, producing relevant documentation
* Supporting the business in retaining existing policies
* Arranging and participating in meetings, conferences, and team activities
* Maintaining client information databases in compliance with internal policies
* Prioritising workload to ensure timely, compliant activities that meet performance standards and deliver excellent service
* Ensuring compliance with all company, legislative, and regulatory requirements
* Contributing to team achievement of Service Levels and KPIs, and identifying opportunities for improvement
* Performing general office duties such as scanning and filing to support operational efficiency
CANDIDATE REQUIREMENTS
* Experience in the Financial Services sector with administration and processing skills
* Strong client service ethic
* Experience working with Financial Services platforms and data extraction
* CII exams or equivalent qualification to A Level
* Friendly and professional attitude with proactive approach
* Proficiency in Microsoft Office
* Effective communication skills in writing, speaking, and face-to-face
* Within 10 miles of Yateley office
* Accurate keyboard and data entry skills
* Good time management and workload prioritisation skills
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