Financial Services Administrator £30,000 - £35,000 Leicester Full time, Hybrid
Are you an experienced financial services Administrator who would like to elevate your career in 2025?
We have the perfect challenge for someone who is ambitious and wants to work for a progressive business.
Our client dominates the financial services industry offering bespoke software solutions to companies nationally. They have gone from strength to strength and part of this growth is to recruit an experienced customer success professional to join them on a full-time permanent basis.
The role
Managing specific relationships with both customers and internal stakeholders
Acting as the first point of contact with customers in your portfolio
Reviewing MI for providers and articulating this to customers and senior management
Managing and using data to ensure conversions are maximised
Responding to customer enquiries including following up on old enquiries when necessary
Working to deadlines, ensuring client queries are dealt with in a timely manner
Updating client profiles always ensuring accuracy
Working to FCA guidelines
Supporting management with their administrative needs
Escalating client issues with the tech team
Following legislative guidelines when processing documentation
The candidate
Previous experience working in financial services ideally Pensions/ Employee benefits
Passionate about all thing s customer service
Confident with the ability to communicate at all levels
Strong communication skills both written and verbal
Knowledge of all Microsoft packages and previous experience using a CRM
Knowledge of FCA guidelines
Strong attention to detail
Happy to work from the office in Leicester 4 days per week
