Get in touch: 0116 216 6355


Website synergypersonne Synergy Personnel Services

£20-23K, Pension, Development Fund, Cash Plan & Discounts

Do you want to work for a company that will support your growth and give you the tools to be the best you can be? If you’re looking to work in a close-knit team where you are valued and rewarded for your efforts then this is the company for you. This position: Financial Services Administrator is with a respected Financial Advisors who have a reputation for professionalism and integrity. They are looking for a Financial Services Administrator who will play a pivotal role in the team by supporting the advisors and ensuring processes run smoothly. You’ll be given the tools to progress and take on more responsibility as you grow with the team at their Hinckley office

As a Financial Services Administrator you will be:

  • Developing client relationships through being the first point of call
  • Liaising with Mortgage Lenders, Solicitors and Estate Agents
  • Processing applications and ensuring compliance
  • Supporting Advisors by preparing reports and presentation packs
  • Involved in invoicing clients
  • Making suggestions to improve processes

We would love to speak to people who are currently working as a Financial Services Administrator, Mortgage Administrator, Insurance Administrator, or IFA Administrator. Furthermore, we would be keen to speak to people who understand and have used programmes such as: LBusiness, Prosepct Manager, Salesforce, Docusign and EBS

As a Financial Services Administrator your salary will be within the £20-23K region and as part of your employment with the company you will receive automatic enrolment in the pension scheme aswell as several benefits including; Cash plan towards Dental, Optical, Physio benefits alongside retail discounts and reduced gym memberships. A personal development fund for each employee to be used towards further qualifications. Being charitable is one of the company’s core values therefore you are allocated a cash amount that can be used to support a charity of your choosing.

The company can be flexible around your working hours and things can be made to suit anyone looking to do the school run Eg- (09:00-15:00).

Financial Services Administrator, Leicester

TW268

£20-23K, Pension, Development Fund, Cash Plan & Discounts

To apply for this job email your details to tom@synergypersonnelservices.co.uk.