Financial Services Administrator

1 week ago

Cheltenham, United Kingdom Travail Employment Group Ltd Full time

As a Financial Services Administrator in our Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role as a Financial Services Administrator will involve providing efficient, effective and expert administrative support to the Technical Team and Broking Divisions, in line with compliance, FCA and internal audit guidelines.

Our defined career pathways give you the opportunity to develop, build your experience and increase your salary. We'll provide a combination of formal and on the job learning, as well as professional development. There are opportunities within our business for people with the right skills, behaviours and attitude to build their career and achieve their aspirations.

**Responsibilities**:
Document Creation - gather information from files and use the data to complete standard document templates for distribution both internally and externally.
Data Entry - Fully and accurately enter, amend, update and submit data at a competent and unsupervised level onto the relevant systems
Management information - create and main electronic and paper files, manage day to day correspondence ensuring urgent matters are identified and dealt with promptly
Documentation Checking
Claims

Knowledge/Skills/Qualifications

An understanding of the general principles of insurance
Ability to analyse and identify key information
Proficient knowledge of relevant systems and understanding of where to look for relevant information
Ability to problem solve using knowledge of policies and procedures
Basic understanding of how to process via Net Postings
Effective communication skills
Decision making
Problem solving
Able to work under guidance rather than close supervision

Travail Employment Group Ltd is acting as an Employment Agency in relation to this vacancy.

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