Financial Services Administrator

Posted 5 April by The Curve Group Easy Apply


Case Manager Support

Business Area:



Milton Keynes

Reports To:

Case Manager

Direct reports:



The purpose of this role is to support the Case Manager on legal due diligence as applicable to home purchase plan cases and prepare them for completion, following all Risk and compliance procedures applicable within Gatehouse Bank Plc. Communicating with various internal and external stakeholders through the completion journey, the incumbent is required to work to set service level agreements, all the while being mindful of the customer experience.


You are required to comply at all times with your job description, contract of employment

and all policies, procedures, rules, handbooks and similar documents applicable to you as an employee of Gatehouse Bank in the performance of your duties:

Role duties:

  • Managing daily work queue;
  • Provide administration support to the case manager
  • Evaluate and rectify any exception reports;
  • Ensure policies and procedures are adhered to;
  • Managing and reporting work flows, servicer referrals;
  • Suggest ways to innovate the service being provided;
  • Work collaboratively with key colleagues and stakeholders;
  • Any other duties commensurate with the grade and level of responsibility of this post, for which the post holder has the necessary experience and/or

Company-wide duties:

  • Demonstrate strong customer focus, both internally and externally;
  • Build and maintain lasting working relationships with fellow employees and any relevant external contacts;
  • Demonstrate the Banks behaviours and values at all times;
  • Support the development of a strong team with high standards of risk awareness and ethical behaviour;
  • Ensure that the Bank is managed safely by understanding and following all Bank policies, procedures and regulations, escalating any issues to line management on a timely basis. This includes notification of all risk

In addition to the responsibilities summarised above, you are required to comply at all times

with the Conduct Rules set out in the FCA Handbook and the PRA Rulebook. These are listed below. Rules 1 to 5 apply to you by virtue of your employment with Gatehouse Bank and the nature of your role.

Rule 1

You must act with integrity.

Rule 2

You must act with due skill, care and diligence.

Rule 3

You must be open and cooperative with the FCA, the PRA and

other regulators.

Rule 4

You must pay due regard to the interests of customers and

treat them fairly.

Rule 5

You must observe proper standards of market conduct.


Essential skills, knowledge and experience:

  • Strong administration skills
  • Service excellence delivery for customers;
  • Time management;
  • Attention to detail
  • Computer literate

Desirable skills, knowledge and experience:

  • Understanding of Shariah Banking

Required skills

  • administration
  • computer
  • financial services

Reference: 34839224

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