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​Admin Support (Financial Services)

  • Location:


  • Sector:

    Office Support

  • Job type:

    Contract: Full Time

  • Salary:


  • Contact:

    Lisa Veale

  • Contact email:

  • Contact phone:

    01392 873813

  • Job ref:


  • Published:

    29 days ago

We are working with our client who provide great training and have a very supportive and friendly working environment. They are looking for someone with first class admin experience in a busy office environment, to join the team for this maternity cover role. As they are in the Financial Services industry, previous experience in this sector would certainly be an advantage.

The role is a mix of providing support to the team, taking calls from customers, checking details and sending letters ensuring that the correct process is being followed, and of course updating the system. Due to the sector, adhering to strict deadlines is key, so you will be someone that is used to working within a timeframe and understands the needs to meet them.

You will be fully trained in the processes, regulations and policies that the company provides, but what is essential is that you are someone who retains knowledge and wants to learn more to ensure you provide the best service to your customers and any associated parties that are dealing with the matter.

An overview of your role as Admin Support:

  • Processing the admin including sending letters and forms to customers as well as the incoming correspondence to the team

  • Chasing information to allow the updates to be met within an agreed timeframe

  • Speaking with customers and associated external parties, sometimes managing expectations

  • Updating information packs, forms and system requirements

  • Carry out research

  • Set up meetings

Key things we are looking for:

  • Previous admin experience – preferably in financial services

  • Working to and meeting SLA's

  • Experience in an office, phone-based role

  • Great communication skills and ability to deal with difficult and confidential matters

  • Proactive and solution finder

  • Willing to learn about products and apply the knowledge

  • Essential that you have attention to detail and notice errors.

If this sounds like the ideal role for you please do get in touch with Lisa by sending your CV to