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Asset Finance Coordinator

2 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 Mortgage Capacity Experts and Trustee Accounts Specialists, as well as handling incoming and outgoing calls, and administering Group Scheme Policy Renewals.

Key Responsibilities:

  • Providing administrative support to the Mortgage Capacity Experts and Trustee Accounts Specialists
  • Handling incoming and outgoing calls, including making requests to and dealing with mortgage/life companies, pension, investment, and insurance companies
  • Administering Group Scheme Policy Renewals
  • Performing general office administrative duties
  • Greeting visitors at our office

Requirements:

  • Previous financial services experience is 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