Financial Services Administrator

A great opportunity to work for one of the leading employers in the area in this specialist role. They offer professional and structured training and development opportunities, genuine career progression and a benefits package which is second to none.

• Based in Epsom
• £25,000 – £27,000 (depending on experience)
• Monday – Friday, 9am – 5:30pm
• Hybrid after probationary period
• 23 days holiday rising to 27 plus option to buy and sell holiday
• Free parking

Job specification:

• Manage complex mortgage processes, including Buy to Let, Transfer of Equity, Interest Only mortgages, and specialised external programs.
• Oversee mortgage arrears administration, including report preparation, data provision, and legal recovery support.
• Handle deceased customer accounts, Powers of Attorney, third-party authorisations, and the registration process per guidelines.
• Fulfil responsibilities as specified in the Company’s Authorities Schedule.
• Administer centrally managed reports, conduct necessary research, corrections, and manage responses.
• Draft and issue customer correspondence as needed.
• Support testing functions, including form preparation, testing, and result review.

Person specification:

• Experience in administration.
• Customer service experience, ideally with phone-based interactions.
• Strong attention to detail.
• Ability to remain calm under pressure.
• Effective time management and workload prioritization.
• Clear and effective communication across all formats.
• Decision-making capability.
• Skilled in coaching and training others.
• Ability to build strong relationships with other departments.
• Quick learner.
• Capable of working independently when needed.
• Strong analytical skills.
• Proficient in Excel, with experience in creating spreadsheets and manipulating data.