Client Administrator
Your new company
This fintech companybased in Central London is recruiting for a Client Administrator to join theirteam on a temporary basis. This company is a growing company with provensuccess and a clear, innovative, strategic plan. This role is 5 days/week(Monday to Friday), 8 hours/day with all 3-4 days in the office and 1-2 days athome. This is a 3-4 month contract with opportunity of extension.
Your new role
Your new role will beresponsible for processing ISA applications accurately and efficiently,ensuring compliance with regulatory requirements and delivering excellentcustomer service.
You will be responsiblefor the following tasks:
Review and process ISA applications in line with company and FCA guidelines. Validate customer documentation and ensure all required information is complete. Maintain accurate records and update internal systems promptly. Liaise with clients and financial advisers to resolve queries and obtain missing details. Monitor application progress and ensure timely completion within agreed SLAs. Handle inbound calls and emails professionally, providing clear and helpful responses. Assist with reconciliations and reporting related to ISA accounts. Support the wider administration team with ad-hoc tasks as required. Ensure data protection and confidentiality standards are upheld at all times.
What you'll need to succeed In order to succeed inthis role, you will need to have proven experience in financial administrationor application processing, ideally within investments or savings products. Youmust have strong attention to detail and the ability to work accurately underpressure. Excellent organisational skills and the ability to manage multiplepriorities are essential. You should have:
Knowledge of ISA regulations and compliance requirements (desirable). Strong written and verbal communication skills. Proficiency in MS Office and experience using CRM or financial systems. A proactive, customer-focused approach and ability to work as part of a team. High levels of integrity and professionalism.
What you'll get in return Inaddition to a competitive hourly rate, you will be paid weekly through anefficient online timesheet process and will also receive expert advice from aHays consultant providing support and guidance throughout the duration of yourcontract. This is an excellent opportunity to utilise your skills and gainhands on experience in a large and busy working environment. You will receivebespoke in-house training and will be closely guided to your success.
What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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