DCA Recruitment

Customer Services Member Services & Support Officer We are looking for people to join our friendly team. Our client is one of the UK s largest credit unions, a not-for-profit savings and loans co-operative based near Archway tube station in north London. We encourage people to save rather than borrow, but we also provide low-cost loans at times of need. We offer a real alternative to high interest borrowers and loan sharks by offering a route out of debt. Operating in the fiercely competitive financial services market, the credit union provides high quality products to a growing membership and a real opportunity for career progression. Members Services & Support Officer Hours: Thirty-eight hours per week Period: Permanent, 3-month probation period. Pay: £31,449pa, - £15.92p per hour , plus staff bonus scheme and up to 6% contribution to pension scheme. Reports to: Operations Manager - Member Services Main purpose and scope of the Member Services Officer To promote active membership whilst ensuring that administrative tasks are carried out in a timely, accurate and efficient manner. Main duties & responsibilities The main areas of the job will be to: To promote active membership, and take up of savings and loans products Ensure that members feel valued and welcome in dealings with the credit union Dealing with member enquiries by post, telephone, email, website & App Accurate inputting of data into various IT systems. Person Specification - Member Services & Support Officer Administrative or clerical experience- Essential Customer service experience-Essential Experience of using a range of ICT efficiently-Essential Competencies A friendly and outgoing manner with an ability to make a good first impression-Essential Proven skills in accurate record keeping & policy adherence-Essential Good self-organisational skills-Desirable Works well in teams-Essential Good verbal and written communications skills in English - Essential Other Flexible with respect to working hours and tasks-Essential A knowledge and understanding of the credit union movement-Desirable A commitment to the aims and objectives of the credit union movement-Desirable To apply to the customer service role please send your CV and a covering letter that MUST evidence your proficiency in both written and spoken English and how you meet the main duties & responsibilities of this role.

Financial Administrator Location: Kingsley, Hampshire Salary: £30,000 - £35,000, dependent on experience Job Type: Full-time, office-based An established independent financial adviser firm based in Kingsley is looking for a Financial Administrator to join its friendly and supportive team. This is a great opportunity for a capable Financial Administrator with previous experience or a competent Administrator with proven skills, ideally in in financial services, wealth management, or an IFA environment. The role would suit someone who is highly organised, accurate, confident dealing with financial administration, and comfortable working in a professional office-based setting. The Role As a Financial Administrator , you will be involved in a varied and fast-paced role, supporting financial advisers with client administration, new business processing and ongoing case management. The successful candidate will be organised, accurate, confident dealing with providers and clients, and comfortable working as part of a close-knit office-based team. Key Responsibilities Providing administrative support to financial advisers Processing new business applications across pensions, investments, mortgages and protection products Managing client records and maintaining accurate documentation Using Intelligent Office, IO, to update workflows and client data Liaising with providers including Fidelity, Aviva and Quilter Processing contributions, withdrawals and fee calculations Preparing client review packs and documentation Supporting fund switches, rebalancing and risk profiling administration Monitoring and progressing cases through to completion Handling client and provider queries professionally and efficiently Ensuring compliance with company procedures and FCA requirements Supporting the wider administration team where required Skills and Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident written and verbal communication skills Ability to prioritise workload and work effectively within a team Proficient in Microsoft Office applications What our client offers Friendly and supportive working environment Opportunity to work within an experienced financial services team Ongoing training and development opportunities Stable, long-term career opportunity Office-based role How to Apply If you are looking for a long-term opportunity with an established independent financial adviser firm, please apply today. Please submit your CV along with a short cover letter outlining your relevant experience and why you are suitable for the role.