At a Glance
- Tasks: Join our team to handle calls, process applications, and support financial experts.
- Company: Award-winning financial services firm in Leamington Spa with a supportive culture.
- Benefits: Competitive salary, 20 days holiday, wellness package, and career progression.
- Other info: Regular social events and a nurturing environment for professional development.
- Why this job: Kickstart your career in finance with excellent growth opportunities and a friendly team.
- Qualifications: Degree preferred; GCSE Maths and English grade 4/C or above required.
The predicted salary is between 26091 - 28000 £ per year.
Leamington Spa, Warwickshire - £26,091.00 to £28,000 DOE. Permanent, full time
We're looking for a bright, ambitious, and hard-working candidate to join our friendly and supportive customer service team.
This role is a fantastic opportunity for someone to develop their career within a modern and award-winning financial services firm.
THE ROLE
This role is based in our Leamington Spa office. Your duties will vary day-to-day and will include the following:
- Answering and dealing with incoming telephone calls.
- Making outgoing telephone calls.
- Making calls/requests to and dealing with pension, investment, mortgage and insurance companies and enquiries.
- Processing of new business applications.
- Supporting our Mortgage Capacity Experts and Trustee Accounts Specialists.
- Supporting our Paraplanners and Advisers.
- Administering Group Scheme Policy Renewals.
- Greeting visitors at our office.
- Communicating with clients.
There are excellent career prospects.
Many of the team joined in entry-level positions and progressed their careers into management, paraplanning and advising, winning industry accolades along the way.
KEY SKILLS & EXPERIENCE
- Ideally educated to degree level.
- Minimum education: Maths and English GCSE grade 4/C and above (or equivalent).
- Good working knowledge of Microsoft 365
- Enthusiastic, friendly and willing to learn.
SALARY & BENEFITS
- Basic salary of £26,091.00-£28,000.00, depending on experience and qualifications.
- 20 days holiday plus bank holidays, increasing with tenure.
- Christmas office closure.
- Excellent career progression opportunities within financial services.
- Full benefits and wellness package.
- Regular social and charity events.
ABOUT US
Simpson Financial Services is a privately owned firm of Independent Financial Advisers based in Leamington Spa.
We opened our doors in 2004, and now work with thousands of clients UK-wide.
We foster a nurturing environment for all our staff.
Professional development and employee wellbeing are important to us - many of our team members joined us in entry level positions and progressed their careers into their preferred specialities.
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Financial Administrator in Royal Leamington Spa employer: Simpson Financial Services Limited
Simpson Financial Services is an excellent employer, offering a supportive and friendly work culture in the heart of Leamington Spa. With a strong focus on employee growth, many team members have successfully advanced from entry-level roles to management and advisory positions, all while enjoying a comprehensive benefits package and regular social events that foster camaraderie and community engagement.
Contact Details:
Simpson Financial Services Limited Recruitment Team
