More jobs:
Financial Services Administrator
Job in
Oakham, Rutland-East Mid, LE15, England, UK
Listed on 2026-08-20
Listing for:
Synergy Personnel Services
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Services, Finance Assistant, Financial Advisor / Consultant
Job Description & How to Apply Below
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
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