Financial Services Administrator

Financial Services Administrator

£25,000 - £30,000 DOE, Haywards Heath, Mon - Fri 9am - 5:30pm, Holiday, Pension

The Role

Due to consistent growth throughout 2023, our client, a market leading financial services business, has an exciting opportunity for an Administrator to join their team. Working as part of a small, established team this varied role will see you processing lending transactions from enquiry right through to completion, gathering the necessary information to provide underwriting decisions, raising documentation, instructing solicitors, arranging property valuations and approaching other lending institutions for details of their existing facilities.

• Validating new business enquiries and preparing underwriting decisions.
• Submitting the instruction to solicitors to start the legal process.
• Requesting current data from other lending institutions and chasing receipt.
• Allocating surveyors and arranging property valuations.
• Raising finance documents and following up to ensure the documents are completed, signed and returned correctly.
• Liaising with borrowers, introducers and our legal partners to progress each proposal towards completion.
• Post completion follow up tasks and scanning.
• Support with marketing activities such as events, mailings and social media posts,
• Processing the incoming and outgoing post.
• General administrative duties as required to keep the office running smoothly.

Requirements

We would expect the successful Financial Services Administrator to be able to demonstrate experience in customer service and/or administrative roles. You will be an enthusiastic and confident communicator with excellent attention to detail and an ability to input data with meticulous accuracy. Ideally you will have some exposure to the financial services sector. This role could suit someone who has worked as an insurance administrator, client services administrator or customer service executive.

Company Information

You will be joining a well-established business in the financial services sector who pride themselves on providing an outstanding service to their clients. They have heavily invested in their IT and process automation in recent years to the benefit of the team and their clients. You will be provided with full training to undertake your role as well as additional upskilling and cross training within the department. The business is located within walking distance of Haywards Heath Station. There is no parking on site, but there is street parking available within a few minutes' walk.

Package

£25,000 - £30,000 per annum

20 days holiday + bank holidays increasing by 1 day a year up to a maximum of 25.

Monday - Thursday 9am - 5:30pm, Friday 9am - 5pm

Pension

Opportunity to work 1 day a week at home after probation.

Travail Employment Group is operating as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If you do not hear within 7 days you have unfortunately not been successful on this occasion.