Due to continued growth and internal promotions we have vacancy for a full-time Financial Services Administration Assistant to join our professional team at out offices based on Penrhyn Road, Colwyn Bay. This office also operates a Principality Building Society Agency. This is a great opportunity for someone looking to start their career in financial services, and we will be offering full support to help you develop and gain professional qualifications over time.
Specific Responsibilities:
The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.
- Provide administrative support for mortgage advisers, including processing applications, preparing documentation, and liaising with lenders.
- Act as a first point of contact for Principality Building Society customers—handling enquiries, processing transactions, and managing appointments.
- Maintain accurate client and compliance records in line with regulatory requirements.
- Assist in preparing client files and documentation for appointments.
- Manage incoming and outgoing correspondence, calls, and emails.
- Ensure all agency operations adhere to Principality Building Society standards.
- Support branch-based marketing and promotional activities when required.
Experience & Skills:
- The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
- Previous administration experience would be advantageous.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Excellent communication skills including written and telephone.
- Analytical and problem solving skills.
- Excellent planning and organisational skills.
- Confident with IT and office software packages (Word, Excel etc).
- A team player with a positive attitude.
Benefits:
- Potential for career progression and financial support for achievement of relevant qualifications.
- A competitive salary based upon experience.
- Cycle to work Scheme.
- Pension.
- Life Insurance.
- Private Medical Insurance.
- Team events.
- Access to financial planning and mortgage advice.
Job Type: Full-time
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Life insurance
- Private medical insurance
- Store discount
Education:
- GCSE or equivalent (required)
Experience:
- Administration: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
