Customer Service Finance Administrator

7 days ago


St Albans, United Kingdom Red Door Recruitment Full time

A friendly and professional Financial Services company located in St Albans is seeking a Customer Service Administrator to join their welcoming team in a modern office at a central location.


This role involves processing administration tasks and assisting customers over the phone within the bonds team, offering great opportunities for growth and development within the company.



About the Company:

  • Salary: Up to £28k depending on experience
  • Hours: Monday to Friday 9-5.30
  • 20 days holiday increasing by 1 day annually up to 25 days
  • Life Assurance
  • Sickness cover
  • Excellent training
  • Social events
  • Friendly and supportive team
  • Career advancement

Key Responsibilities for the Customer Service Finance Administrator:

  • Deliver personalized service to clients throughout the process
  • Act as the primary contact for Independent Financial Advisers
  • Support the Administration Manager in managing the HSBC account effectively
  • Process client requests such as new business input, address changes, valuations, encashment, and more
  • Seek specialist technical assistance to resolve inquiries when necessary
  • Escalate ex gratia requests to the Complaints/Compliance team

The ideal candidate for this role should have at least 3 years of Administration experience and 1-2 years in the Financial Services industry with a minimum of GCSE qualifications.



  • Good interpersonal, organizational, and communication skills
  • Ability to work efficiently under pressure and meet deadlines
  • Flexibility to adapt to changes
  • Strong communication and attention to detail
  • Proficiency in Microsoft Excel and Word

If you meet the criteria for Customer Service Finance Administrator role, we encourage you to apply.


Red Door Recruitment promotes equality, diversity, and inclusion in the workplace. Details available on our website.



  • St Albans, United Kingdom Customer Service and Call Centres Full time

    Job Title: Customer Service Administrator **Salary**: £24,000 per annum Location: St Albans, Hertfordshire Contract: Permanent Hours: Monday to Friday 09:00 - 17:30 COMPANY PROFILE SKILLS REQUIRED - Previous customer service experience - Excellent communication skills - You work well under pressure and enjoy being in a fast paced environment - Competent...


  • St Albans, United Kingdom Red Door Recruitment Full time

    A friendly, professional, and relaxed Financial Services company based in St Albans are looking for a Customer Service Administrator to join a friendly and welcoming team. This is a busy and interesting role where you will be processing administration and dealing with customers over the phone within their bonds team. You will be based within a modern...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    Job Title: Customer Service Executive **Salary**: Up to £24,0000 per annum Location: St Albans / Hybrid Contract: Permanent Hours: Monday to Friday 09:00 - 17:30 COMPANY PROFILE This is an exciting opportunity to work for our well-established client who are in the Financial Services industry St Albans. Supporting companies within the Finance sector for...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    **Job Title**: Customer Service Advisor **Salary**: Up to £24,000 per annum **Location**: St Albans **Contract**: Full time, Permanent **Hours**: Monday to Friday 9am - 5.30pm **COMPANY PROFILE** This is an exciting opportunity to work for our well-established client who are in the Financial Services industry in St Albans. Supporting companies within the...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    **Job Title: Internal Sales Executive** **Salary: £24,000 - £26,000 basic, plus OTE £5000** **Contract: Permanent, full time** **Location: St Albans** **Hours: Monday - Friday 08:30 - 17:30** Do you have previous sales / customer service experience? Are you confident in negotiating with clients and suppliers? Do you have a strong work ethic? If the...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    **Job Title**: Customer Service Executive **Salary**: £27,000 - £31,000 per annum **Location**: St Albans **Contract**: Permanent, Full Time **Hours**: Shifts between Monday - Sunday, between 9am and 8pm **COMPANY PROFILE** Our client, a well-established organisation is looking for an experienced Customer Service Experience Executive to join their team in...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    **Job Title**: Customer Service Executive **Salary**: £27,000 - £31,000 per annum **Location**: St Albans **Contract**: Permanent, Full Time **Hours**: Shifts between Monday - Sunday, between 9am and 8pm **COMPANY PROFILE** Our client, a well-established organisation is looking for an experienced Customer Service Experience Executive to join their team in...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    Job Title: Customer Services Executive **Salary**: £19,000 - £22,500 annum + bonus Location: Near St Albans Contract: Full time, Permanent - Monday - Friday, 9:00am - 5:30pm COMPANY PROFILE Our well-established client is looking for a positive and friendly Customer Experience Executive to join their vibrant and lively team near St Albans. They are an...


  • St. Albans, United Kingdom Think Specialist Recruitment Full time

    Do you want to work within an exciting industry? Do you have previous experience within a customer service focused role? Think Specialist Recruitment are pleased to be working with a growing organisation based within the St Albans area. This opportunity would suit someone who enjoys delivering a high level of customer service, someone who is happy to work...


  • St Albans, United Kingdom Think Specialist Recruitment Full time

    Do you want to work within an exciting industry? Do you have previous experience within a customer service focused role? Think Specialist Recruitment are pleased to be working with a growing organisation based within the St Albans area. Salary - £26,000 - 28,000pa Monday - Friday - Office based Some of the duties will include: - Assisting with customer...


  • St Albans, Hertfordshire, United Kingdom Think Specialist Recruitment Full time

    Do you want to work within an exciting industry? Do you have previous experience within a customer service focused role? Think Specialist Recruitment are pleased to be working with a growing organisation based within the St Albans area.This opportunity would suit someone who enjoys delivering a high level of customer service, someone who is happy to work...


  • St Albans, United Kingdom Red Door Recruitment Full time

    **St Albans** **Up to £24k** **Monday to Friday 9-5.30** A friendly and professional Financial Services company based in St Albans are looking for a Customer Service Advisor to join a friendly and welcoming team. This is a busy and interesting role where you will be dealing with customers over the phone. You will be based within a modern office...


  • St Albans, United Kingdom Red Door Recruitment Full time

    **St Albans** **Up to £24k** **Monday to Friday 9-5.30** A friendly and professional Financial Services company based in St Albans are looking for a Customer Service Advisor to join a friendly and welcoming team. This is a busy and interesting role where you will be dealing with customers over the phone. You will be based within a modern office...


  • St Albans, United Kingdom Red Door Recruitment Full time

    **St Albans** **Up to £24k** **Monday to Friday 9-5.30** A friendly and professional Financial Services company based in St Albans are looking for a Customer Service Advisor to join a friendly and welcoming team. This is a busy and interesting role where you will be dealing with customers over the phone. You will be based within a modern office...


  • St Albans, United Kingdom Red Door Recruitment Full time

    A friendly and relaxed Financial Services company based in St Albans are looking for a Customer Service Administrator to join a friendly and welcoming team. This is a busy and interesting role where you will be speaking to customers on the phone and offering a high level of customer service, dealing with any enquiries that come in via telephone and in...


  • St Albans, Hertfordshire, United Kingdom Think Specialist Recruitment Full time

    Would you like to work for a market-leading organisation? Do you have previous office based customer service experience? Would you like to be part of a great team environment? Think Specialist Recruitment are pleased to be working with a great organisation based within the St Albans area. We are looking for a Customer Service Administrator to join a growing...


  • St. Albans, United Kingdom Red Door Recruitment Limited Full time

    An ambitious, dynamic, company who are based minutes from the town centre are looking for a Customer Service Administrator to join their team. Branding is at the heart of everything they do, and they have a lot of fun along the way! They have a commitment to be honest, ethical, and fair, encouraging an open safe and supportive environment. This is an...


  • St. Albans, United Kingdom Red Door Recruitment Limited Full time

    An ambitious, dynamic, company who are based minutes from the town centre are looking for a Customer Service Administrator to join their team. Branding is at the heart of everything they do, and they have a lot of fun along the way! They have a commitment to be honest, ethical, and fair, encouraging an open safe and supportive environment. This is an...


  • St. Albans, United Kingdom Red Door Recruitment Limited Full time

    An ambitious, dynamic, company who are based minutes from the town centre are looking for a Customer Service Administrator to join their team. Branding is at the heart of everything they do, and they have a lot of fun along the way! They have a commitment to be honest, ethical, and fair, encouraging an open safe and supportive environment. This is an...


  • St Albans, Hertfordshire, United Kingdom Accountancy Action Full time

    Are you looking for an entry level role in Finance? My client is looking to recruit a Finance Administrator to join their team for a period of 12 months (on a fixed term contract). This is an excellent opportunity for a confident self-starter with a methodical approach.You will have achieved GCSE's (or equivalent) in Maths and English at grade C or above...