Position: Financial Services Administrator Location: Rutland Salary: £23-26K Employment Type: Full-Time Are you a highly organized individual with a passion for financial services? We’re looking for an experienced Financial Services Administrator to join a thriving Independent Financial Advisor (IFA) and Mortgage Firm based in Rutland. This is an excellent opportunity to become part of a dynamic team that prides itself on delivering outstanding client service in a fast-paced and rewarding environment. About the Role As a Financial Services Administrator, you’ll play a crucial role in supporting financial advisors and mortgage consultants, ensuring smooth day-to-day operations. Your primary responsibilities will include: * Client Support: Acting as the first point of contact for clients, addressing inquiries, and maintaining excellent client relationships. * Administrative Tasks: Preparing and processing documentation for IFA and mortgage cases, maintaining accurate client records, and ensuring compliance with industry standards. * Liaison: Communicating with lenders, providers, and clients to facilitate the timely progression of applications. * Data Management: Updating and maintaining internal systems to ensure accurate and up-to-date records. What We’re Looking For The ideal candidate will be proactive, detail-oriented, and thrive in a team environment. Key requirements include: * Experience in Financial Services Administration: Preferably within an IFA or mortgage advisory setting. * Knowledge of Financial Products: A solid understanding of pensions, investments, and mortgages. * Strong IT Skills: Familiarity with CRM systems and proficiency in Microsoft Office Suite. * Attention to Detail: Accuracy and efficiency are essential in this role. * Communication Skills: Excellent verbal and written communication to liaise effectively with clients and providers. Why Join Us? This is an exciting opportunity to work with a reputable IFA and mortgage firm that values its employees and offers: * £23-26K * A supportive and friendly work environment. * Opportunities for professional growth and development. * The chance to work in the picturesque region of Rutland. How to Apply If you’re ready to take the next step in your career and become a key part of this successful team, we want to hear from you
Financial Services Administrator in Oakham employer: Synergy Personnel Services
As a Senior Mechanical Design Engineer at our consultancy in Nottingham, you'll be part of a dynamic team that values innovation and collaboration. We offer a competitive salary of £50,000 - £55,000, along with hybrid working options that promote work-life balance. Our supportive work culture fosters professional growth through continuous learning opportunities and hands-on project involvement, making it an excellent place for those seeking meaningful and rewarding employment.
Contact Details:
Synergy Personnel Services Recruitment Team
