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Asset Finance Coordinator
2 months ago
This is a fantastic opportunity for you to develop your career within a modern and forward-thinking financial services firm. They require a bright, ambitious and hard-working administrator to join their friendly and supportive administration team.
THE ROLE:
- Making calls/requests to and dealing with mortgage/life companies
- Answering and dealing with incoming telephone calls.
- Making outgoing telephone calls.
- Making calls/requests to and dealing with pension, investment and insurance companies.
- Supporting our Mortgage Capacity Experts and Trustee Accounts Specialists.
- Administering Group Scheme Policy Renewals.
- General office admin duties.
- Greeting visitors at our office.
Many of the team joined in entry-level positions and progressed their careers into management, paraplanning and advising.
KEY SKILLS & EXPERIENCE:
- 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.
SALARY & BENEFITS:
- 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.