Job Description

Duties:

- To process and check a range of case work, from pensions, investments to mortgages
- To respond to member correspondence relating to the work undertaken within the team, ensuring that service level targets and deadlines are met in these areas
- To develop an understanding of current FCA regulation and maintaining up-to-date knowledge
- Liaise with customers and third parties obtaining information in respect of the work undertaken

Required Knowledge, Skills, and Abilities

- Practical working experience in an office administration role. Previous experience in the financial services industry is essential. - Demonstrable ability to work accurately and to deadlines - Previous work with internal database systems is desirable - Previous experience and high capability of using the Microsoft Office packages (e.g. Word and Excel) - Strong communication skills with the confidence to work independently when required whilst also being an effective team player