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Financial services administrator

Gloucester
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 someone with strong admin skills and an eye for detail, who’s looking to grow within the financial services industry. You’ll join a friendly and hardworking team with full training provided to help you succeed.

Please contact Fran if this role is of interest
Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion

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