Administrator- Financial Services

Our award-winning client is seeking to recruit an additional member of staff due to company growth.

Hours of Work

9am - 5.30pm, Monday to Thursday

9am - 5pm, Friday

Purpose of Job

To provide underwriting, purchasing and customer service administrative support to sales team(s) and ensure excellent levels of customer service.


Submit finance applications to funding partners

Submit complete invoice packs to funding partners

Issue finance documentation directly to clients

Scan and upload completed paperwork to in-house system

Ensure in-house systems are kept updated during all administrative functions

Management of order to invoice process for all allocated accounts

Arranging deliveries and continual monitoring to ensure successful and timely delivery

Raising of commission invoices

Communicate professionally with all staff and deliver solutions when issues arise

Highlight anything that may have a negative effect on the business and ensure that your line manager is aware of any issues

Liaise with supplying dealerships to obtain availability and confirm invoicing prices

Deal with ad hoc queries from customers and or the sales team, and provide information as required

Any other reasonable task as directed by the business managers and directors from time to time

Qualifications & Skills Required

Excellent written and verbal communication skills and problem-solving abilities

A sound Knowledge of Excel, Word and Outlook

Attention to detail is essential

Demonstrate an intimate knowledge of customer needs, empathise with customers’ situations and be willing to go above and beyond the call of duty

Basic understanding of underwriting functions

Complaint Handling

Due to office location your own transport is essential.

This is a superb company to work for.

First Recruitment Services are acting as an employment agency for this vacancy

Application questions

Are you computer literate?
Do you drive and have your own transport? Essential due to office location?
Do you have admin, customer support or underwriting experience within financial services?

Reference: 37032398

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