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- Tasks: Assist with daily administration, client queries, and basic bookkeeping.
- Company: Join a growing financial services business in Hendon, NW4.
- Benefits: Full-time hours with training provided and potential for immediate start.
- Why this job: Gain valuable experience in finance while working in a supportive environment.
- Qualifications: Previous office experience and good IT skills are essential.
- Other info: Ideal for those with a background in insurance, mortgage, or accountancy.
The predicted salary is between 30000 - 35000 £ per year.
Growing financial services business based in Hendon, NW4 seeks a Mortgage & Insurance administrator ideally suited to someone with an Insurance, Mortgage, Legal or Accountancy based background. The ideal candidate will be computer and internet literate, well spoken, competent in writing letters to clients and able to work on their own initiative.
Previous office experience is essential and good references required. Training will be given. Immediate start if possible.
Hours: Full time - 9:00am - 5:00pm
Description of role, key responsibilities & duties:
- To assist with the day to day running and administration of the business.
- Duties:
- General Administration Support:
- Dealing with client queries
- Filing
- Answering the telephone
- Basic bookkeeping (training will be provided)
- Shredding
- Entering commissions into accounting software (training will be provided)
- Writing suitability letters to clients for life insurance, health insurance and mortgages
- Obtaining quotes from the various insurers
- Collating quotes for prospective clients
- Complete application forms
- Follow-up with insurers and lenders for any outstanding requirements on submitted applications
- Ensure that all paperwork has been issued correctly to clients
- Identifying opportunities to cross sell products to existing clients
- Ensuring that renewals are processed in a timely manner
Core competencies, skills & knowledge required:
- Good IT skills
- Microsoft Office - Good working knowledge
- High attention to detail
- Report and letter writing skills
- Strong organisational and all-round administration skills
- Ability to multi-task and prioritise
- Previous administration and experience in a customer facing role advantageous
- Communication skills
- Interpersonal skills
- Time management skills
- Ability to learn quickly and pick up concepts and processes
- Knowledge of the insurance and/or financial services industry (desired, not essential)
Personal Attributes:
- Discrete
- Enthusiastic
- Self motivated
- Committed and passionate
- Strong interpersonal and communication skills
- Flexible
Contact Detail:
Recruit a mum Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like mortgages and insurance. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your IT skills, particularly with Microsoft Office. Being proficient in these tools is crucial for the administrative tasks you'll be handling, and showcasing your competence can set you apart from other candidates.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves dealing with client queries and writing letters, being articulate and clear will demonstrate your suitability for the position.
✨Tip Number 4
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the job.
We think you need these skills to ace Financial Service Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, customer service, and any background in insurance, mortgages, or accountancy. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and enthusiasm for the role. Mention specific experiences that relate to the duties listed, such as handling client queries or writing letters, to make your application stand out.
Highlight IT Proficiency: Since good IT skills are essential, mention your proficiency with Microsoft Office and any other relevant software. If you have experience with accounting software, be sure to include that as well.
Showcase Your Interpersonal Skills: In your application, emphasise your strong interpersonal and communication skills. Provide examples of how you've successfully interacted with clients or colleagues in previous roles to demonstrate your ability to thrive in a customer-facing position.
How to prepare for a job interview at Recruit a mum
✨Showcase Your Relevant Experience
Make sure to highlight any previous experience in administration, especially in financial services, insurance, or mortgages. Be prepared to discuss specific tasks you've handled that relate to the job description.
✨Demonstrate Your IT Skills
Since good IT skills are essential for this role, be ready to talk about your proficiency with Microsoft Office and any other relevant software. You might even want to mention any specific projects where you used these skills effectively.
✨Prepare for Client Interaction Scenarios
Given that the role involves dealing with client queries and writing letters, think of examples where you've successfully managed client communications. Practice how you would handle common client questions or concerns.
✨Emphasise Your Attention to Detail
This position requires a high level of accuracy, so be prepared to discuss how you ensure attention to detail in your work. You could share examples of how you've caught mistakes or improved processes in past roles.