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Financial services administrator

Gloucester
Permanent
i2i Recruitment
Financial services administrator
Posted: 10h ago
Offer description

Financial Services Administrator Quedgeley, Gloucester Up to £26,000 | Full-Time | Permanent | Office-Based What’s in it for you? Reputable award winning firm | Weekday hours | Full training | Free parking | Competitive holiday | Career progression | Supportive team Must-Have’s • Previous experience in administration or a customer service-based office role • Excellent attention to detail and organisational skills • Confident communication skills – written and verbal • Comfortable working to deadlines and managing multiple tasks • Strong IT skills, including experience using MS Office Nice-to-Have’s • Previous experience within financial services, mortgages, or protection • Understanding of the mortgage or protection application process • Experience liaising with lenders, providers, or solicitors So, what will you be doing? • Supporting the Financial Services team with administration of mortgage and protection applications • Liaising with lenders, providers, solicitors, and clients to progress applications smoothly • Managing data entry and updating CRM systems with accurate records • Uploading and tracking key documentation within required timeframes • Responding to client and third-party enquiries by phone, email, and post • Supporting the team with general office duties as neededThis is a fantastic opportunity for some...

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