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Financial Services Coordinator

3 months ago

Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full time
Job Opportunity

We are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.

Job Summary:

This role involves providing administrative support to our finance team, including making calls and requests to various companies, answering and making telephone calls, and administering group scheme policy renewals.

Key Responsibilities:

  • Make calls and requests to mortgage, life, and pension companies
  • Answer and make telephone calls
  • Administer group scheme policy renewals
  • Support mortgage capacity experts and trustee accounts specialists
  • Perform general office administration duties

Requirements:

  • Previous financial services experience preferred
  • Minimum education in Maths and English GCSE grade C and above (or equivalent)
  • Good working knowledge of Word and Excel

What We Offer:

  • Basic salary of £23,000-£25,000, depending on experience and qualifications
  • 20 days holiday plus bank holidays, increasing with tenure
  • Christmas office closure
  • Excellent career progression opportunities within financial services
  • Full benefits and wellness package
  • Regular social and charity events