Financial Services Administrator
£30,000 - £35,000
Leicester
Full time, Hybrid
 
Are you an experienced financial services Administrator who would like to elevate your career in 2025?

We have the perfect challenge for someone who is ambitious and wants to work for a progressive business.

Our client dominates the financial services industry offering bespoke software solutions to companies nationally.
They have gone from strength to strength and part of this growth is to recruit an experienced customer success professional to join them on a full-time permanent basis.
 
The role

Managing specific relationships with both customers and internal stakeholders

Acting as the first point of contact with customers in your portfolio

Reviewing MI for providers and articulating this to customers and senior management

Managing and using data to ensure conversions are maximised

Responding to customer enquiries including following up on old enquiries when necessary

Working to deadlines, ensuring client queries are dealt with in a timely manner

Updating client profiles always ensuring accuracy

Working to FCA guidelines

Supporting management with their administrative needs

Escalating client issues with the tech team

Following legislative guidelines when processing documentation

The candidate

Previous experience working in financial services ideally Pensions/ Employee benefits

Passionate about all thing's customer service

Confident with the ability to communicate at all levels

Strong communication skills both written and verbal

Knowledge of all Microsoft packages and previous experience using a CRM

Knowledge of FCA guidelines

Strong attention to detail

Happy to work from the office in Leicester 4 days per week

Interested? Please click 'apply' today