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Financial Services Coordinator

2 months ago


Ellesmere Port, Cheshire, United Kingdom Aspire Recruitment Full time
Job Title: Financial Services Administrator

This is an exciting opportunity to join a dynamic and growing international financial services company, providing a wide range of financial services in the UK and abroad. As a Financial Services Administrator, you will play a key role in delivering exceptional service to our clients.

About the Role:

We are seeking an experienced and skilled Financial Services Administrator to join our Employee Benefits Division team. The successful candidate will have a strong background in employee benefits and group schemes, or demonstrable transferable skills from administrative roles within financial services.

Key Responsibilities:
  • Maintain accurate and up-to-date client records and internal systems
  • Process new business applications, joiners, leavers, and changes
  • Liaise with insurers and internal stakeholders to ensure seamless communication
  • Process policy renewals, check and process renewal data, and check quotes
  • Issue membership documents and check and issue annual renewal accounts
  • Provide exceptional customer service and answer client queries
  • Prepare reports for senior stakeholders and contribute to the team's success
Requirements:

We are looking for a highly motivated and organized individual with excellent communication and interpersonal skills. The ideal candidate will have:

  • Experience in employee benefits and group schemes, or transferable skills from administrative roles within financial services
  • Excellent telephone skills and experience speaking with clients and insurers
  • Strong communication and interpersonal skills
  • Self-motivation and the ability to use initiative
  • Organizational and methodical approach with attention to detail
  • Excellent written English skills and proficiency in Microsoft Word and Excel
What We Offer:

We offer a competitive salary, annual leave, flexible working options, and a range of benefits, including:

  • Annual Leave starting at 25 days per year (plus Statutory Bank Holidays)
  • A day off on your Birthday
  • Flexible Working options to support a work/life balance
  • Staff Profit Share Scheme
  • Monetary bonus after 5, 10, 15, and 20 years' service
  • Company Pension
  • Life Assurance / Death in Service Scheme
  • Income Protection Scheme
  • Wellbeing Support Services
  • Supportive approach to Learning and Development opportunities
  • Free car parking
  • Departmental and Company Social Events

Please note that we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview.