Job Overview
As an Office Administrator at Weycroft Financial Services Limited, you will provide administrative support to the Advisers and Practice Manager ensuring a smooth and efficient client service. You will be responsible for obtaining case updates from lenders, solicitors and other third parties, maintaining accurate client records, handling correspondence, and managing administrative tasks to support advisers. This role requires strong organisational skills, attention to detail, and the ability to work collaboratively within a professional environment.
Duties
- Process and check new business applications and associated paperwork, ensuring timely submission to providers
- Carry out electronic identity verification of clients where appropriate.
- Chase outstanding applications and client requests to ensure prompt completion.
- Maintain accurate client records by uploading relevant documentation and correspondence to the CRM system.
- Create, manage, and complete tasks in internal systems as per company procedures.
- Support advisers by preparing quotations, key features documents, applications, and other relevant paperwork.
- Handle incoming telephone calls professionally, directing them as necessary.
- Receive and process incoming documentation or correspondence related to clients.
- Ensure all required documentation is provided to clients in a timely and accurate manner.
- Undertake additional administrative tasks as assigned by advisers, managers, or team leaders.
- Promote a professional and respectful working environment, adhering to company policies.
- Completion of other reasonable duties, as defined by the Senior members of the team.
Requirements
- 5 GCSEs (or equivalent), including English and Maths
- Strong administrative and organisational skills.
- High attention to detail and accuracy.
- Ability to manage multiple tasks efficiently.
- Excellent communication and telephone etiquette.
- Experience of Microsoft Office Package (Excel, Outlook, Word)
- Ability to work independently and collaboratively within a team.
- Professionalism, discretion, and adherence to confidentiality.
- Basic knowledge of the financial market including different providers’ products and services. (Not essential as training provided)
- Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role. (Not essential as training provided)
- Delivery of satisfactory compliance and quality requirements
- Self-motivated with the ability to work independently
- To be a strong team player
This position offers an opportunity to be part of a friendly professional environment where organisational skills are valued. The successful candidate will play a vital role in supporting daily operations while gaining valuable experience in office administration.
Pay: £27,500.00-£28,500.00 per year
Work Location: In person
