Personal Finance Administrator

rthirteen are currently recruiting for a dynamic and fast expanding financial service organisation based in Norwich city centre. This role would suit an analytical, service and target orientated individual, looking to work autonomously to achieve personal goals. The new addition will become an integral part of a team, working towards set business targets. The business is current growing, so this opportunity could suit an ambitious individual seeking future career development.

Your duties:

– Liaising with customers regarding applications for lending, delivering exceptional service.
– Undertaking relevant checks relating to the product(s) the customer requires.
– Ensuring associated personal proofs are received and checking for authenticity.
– Matching proofs with information provided by the customer – investigating any discrepancies.
– Liaising with customers regarding any discrepancies, overcoming any areas of objection.
– Carrying out in depth income and expenditure questionnaire with customers.
– Assuring product match and viability in line with regulatory and company guidelines.
– Managing multiple cases on an on-going basis – effectively prioritising busy workload.
– Offering alternative solutions where the initial product is not suitable.
– Accurate records management in line with stringent regulatory guidelines.
– Undertaking security checks using in house and external database tools.
– Production of supporting statements and documentation to justify lending decisions.

Key skills will include:

– Strong communication and customer service skills with a diverse customer base.
– Confidence in communicating articulately both verbally and in writing.
– Empathy and ability to handle sensitive and personal information.
– Good numeracy skills, analytical approach.
– Proactive approach to undertaking investigation, able to recognise the anomaly.
– Proactively able to problem solve / handle objections / offer alternative solutions.
– Adherence to compliance – experience in a regulated environment beneficial.
– High level organisation to manage workload independently.
– Experience within a lending environment would be desirable but not essential.
– Experience within an Underwriting capacity would also be desirable but not essential.
– Experience within Banking or Financial Services would also be desirable but not essential.

Working hours are a combination of 9-6 and 11-8, amounting to 40 hours per week. 1 in 4 Saturday mornings will be required, but this will be paid at time and a half. Additional overtime may also be available.

If you feel that you have something exceptional that you can bring to the business, and that you will thrive in a fast paced, varied role with career development opportunities, we would like to hear from you. This permanent role will be offering salary + performance bonuses (realistically £26,000 per year) + career development + benefits package including healthcare, pension and incrementally increasing annual leave.

How to apply:

To hear more details about this fantastic opportunity please email your CV to Rebecca Headden – Business Partner at rthirteen recruitment.

About rthirteen:

Powered by our principals – we link individuals with opportunities to fulfil their potential, and introduce client partners to associates to aid their business evolution. Contact us, for a completely confidential chat. rthirteen, clever recruiting which makes a difference.

Due to the high numbers of applications we receive for advertised vacancies, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful for this opportunity. rthirteen will retain your details, and contact you with any other forthcoming opportunities which we feel may be appropriate.

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