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An exciting opportunity for a candidate to join a professional local business has arisen. Within this office-based role as a Financial Administrator, you will be trained and be responsible for supporting a team who specialise in financial management.
* Responding to inbound calls and emails from clients
* Carrying out ID and fraud checks
* Submitting applications via email or portals
* Collating letters relating to applications and sending to managers
* Preparing offer letters following successful applications to send to the client
* Collecting and issuing payments to relevant parties
* Updating clients at least once a week and building a rapport
* Ensuring all policies and procedures are adhered to
* Contacting solicitors and third parties for updates on cases
* Setting up new cases and tracking through to completion and payment
* Drafting letters, updating the ledger with monies received, chasing any fees payable
This role requires you to have GCSEs in English and Math at C or above, be extremely well organised, have professional telephone skills, be self-motivated and confident to manage your own workload. Due to the nature of the role, anyone with previous experience of working within financial wealth management or knowledge of this would be advantageous.
Our client offers 33 days annual leave inclusive of bank holidays, the potential of a hybrid working model, various progression and development opportunities and an annual performance-based bonus.
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