Financial Administrator

Salary: £26,000 – £26,400 per year

Financial Administrator/Legal Document Administrator

V-Recruit are currently looking to recruit 7 x Permanent Financial Administrators to start work in the Thorpe Park area of Leeds, West Yorkshire

Overview

With the option to work partly remotely if preferred, we are looking for a full time, permanent Financial Administrators/Legal Document Administrators to join their growing team as soon as possible.

Our client are specialists in providing financial services to their clients, such as Equity Release, Lasting Power of Attorneys, Will preparations etc.

Your role will be to initiate contact with customers who have been referred over from the initial sales teams and manage the rest of their experience with the company from beginning to end.

Your main duties will include:

* Managing a portfolio of clients who have already taken out/are in the process of taking out an Equity Release product and are also wanting to apply for a Lasting Power of Attorney

* Being solely responsible for managing their experience of this application from end to end.

* Contacting customers to complete ‘fact finding’ phone calls for the initial application forms

* The creation of documents, checking documents for errors/missing information, assisting customers to resolve issues with documents, and registering legal documents with the relevant parties

* You will actively chase documentation and missing information to ensure accuracy of all applications

Job Specifics

Location – Thorpe Park, Leeds (A mixture of Office and Home-based work)

Hours – Full time, 9am-5.30pm, Monday to Friday with occasional late finishes and weekend work to meet customer demand, as and when needed

Salary: £26,000 – £26,400 per year plus uncapped bonus (OTE £25,000)
25 days annual leave, plus bank holidays and an additional day off for your birthday

Additional Benefits – Company Pension, Life Assurance, Cash Healthcare Plan with Westfield Health, Volunteering Days, Flexible Annual Leave Policy (buy and sell holiday days)

Candidate Requirements

* A hardworking, motivated team player with extensive customer care experience, with the ability to thrive across a varied workload

* You will be managing your own case load so you must be self-motivated and hard working

* You must have exceptional organisational skills, and a keen attention to detail, with a methodical approach to your work

* Proven experience of managing beginning to end care for customers is desirable, where you have taken complete ownership of the account

* You must be able to work efficiently in a fast-paced environment,

* Some sales and account management experience are desirable

* Some experience working within a financial services organisation is preferred, as is experience in estate planning/producing legal documents, although this is not essential as full training will be given

To Apply