Financial Services Administrator

The client, a leading privately-owned mortgage network in the UK, seeks a Financial Services Administrator based in Leicester with a salary of £22,000 to £24,000. The role involves providing first-line telephone support and delivering excellent customer service. Key responsibilities include managing inbound calls, resolving queries, maintaining CRM records, and keeping the network informed about industry developments. The ideal candidate should possess strong customer service skills, effective communication, and the ability to multitask. Additionally, the candidate should be a team player, willing to pursue financial services qualifications, and will enjoy benefits like a pension and health programme.

Financial Services Administrator

Location: Leicester; Office based

Salary: £22 – 24k

Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location.

The Role

Provide first line telephone support to the network with right first time outstanding, proactive customer service.

Key Tasks:

• Handle inbound calls to the Network.
• Proactive and accurate resolution of queries by liaising across departments where required.
• Timely and transparent communications with the Network to manage expectations and resolutions.
• Maintain accurate records on CRM.
• Manage multiple workloads across in-boxes, phone contact and Teams meetings.
• Proactively inform the Network of company and industry developments.
• Research and maintain knowledge on industry products and regulatory changes.
• CPD training completed as required per quarter.

The ideal candidate should have the following experience/skills:

• Success in customer service or business development role.
• Outstanding listening and communication skills.
• Highly organised and ability to multitask.
• Strong relationship development skills
• The ability to analyse information with a view to making informed decisions.
• Good team player with ability to work under own initiative.
• Willing to work towards CeMAP/equivalent professional financial services qualification.

Benefits:

• Company pension
• Health & wellbeing programme
• Sick pay
• Options to buy/sell holiday