Administrator

Administrator

An established and growing financial services business is seeking a bright and capable Administrator to support their Mortgage and Insurance team. This role would suit someone with previous experience in insurance, mortgages, legal, or accountancy administration, and a keen interest in financial services, training will be provided. 

Key Responsibilities

• General administration, including filing, shredding, answering calls, and managing client queries
• Entering commissions into accounting software (training provided)
• Writing suitability letters for life insurance, health insurance, and mortgage products
• Supporting the business in adhering to FCA regulations and compliance standards
• Maintaining accurate and up-to-date records across systems
• Managing new business and renewals processes
• Obtaining and collating insurance quotes
• Completing application forms and following up with providers
• Ensuring timely processing of renewals
• Identifying opportunities to cross-sell to existing clients

Requirements

• Previous office experience is essential
• Strong IT and Microsoft Office skills
• High attention to detail and strong organisational skills
• Good written and verbal communication
• Ability to multi-task, prioritise, and work independently
• Experience in a client-facing role is advantageous
• Knowledge of insurance and/or financial services is beneficial (not essential)

Personal qualities:

• Discreet, enthusiastic, and self-motivated
• Committed and flexible
• Quick learner with a proactive attitude

Other Details:

• Location: NW4, North-West London
• Salary: £29,000 £33,000 per annum, depending on experience
• Hours: Full time, 9:00am 5:00pm