Financial Services Administrator
Posted on Jun 10, 2026 by CV-Library
Glasgow, City of Glasgow, United Kingdom
Admin & Secretarial
Immediate Start
£25k - £26.5k Annual
Contract/Project
The Financial Services Administrator will provide essential administrative support within the financial services industry, ensuring smooth and efficient operations. This role is ideal for someone detail-oriented and capable of managing multiple tasks in a fast-paced environment.
Client Details
This role is with a reputable organisation in the financial services industry. As a small-sized company, they specialise in delivering tailored financial solutions and prioritise precision and operational excellence in their work.
Description
Managing a busy pre-offer pipeline of applications.
Working closely with our Underwriting team to ensure applications are progressed to the correct outcome efficiently and accurately.
Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria.
Remaining compliant with all applicable regulatory guidelines.
Developing and maintaining key relationships with internal and external customers.
Answering internal and external customer queries, with the key objective of first-time resolution.
Meeting key performance indicators and service levels by working to agreed objectives and deliverables.
Identifying potential issues and suggesting suitable solutions or process improvements.Profile
Customer service experience
An understanding the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly.
Have strong organisation skills with an ability to work to strict deadlines with considerable attention to detail.
Meticulous attention to detail.Job Offer
Growth shares.
Annual performance bonus (cash and growth shares).
High-quality working environment in a central London office in the heart of Fitzrovia.
Hybrid working.
30 days' holiday, plus UK bank holidays.
Private health cash reimbursement plan.
Employer pension contribution.
Salary-sacrifice pension scheme, saving marginal rate on contributions.
Salary-sacrifice nursery voucher scheme, as above.
Employee assistance programme
Client Details
This role is with a reputable organisation in the financial services industry. As a small-sized company, they specialise in delivering tailored financial solutions and prioritise precision and operational excellence in their work.
Description
Managing a busy pre-offer pipeline of applications.
Working closely with our Underwriting team to ensure applications are progressed to the correct outcome efficiently and accurately.
Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria.
Remaining compliant with all applicable regulatory guidelines.
Developing and maintaining key relationships with internal and external customers.
Answering internal and external customer queries, with the key objective of first-time resolution.
Meeting key performance indicators and service levels by working to agreed objectives and deliverables.
Identifying potential issues and suggesting suitable solutions or process improvements.Profile
Customer service experience
An understanding the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly.
Have strong organisation skills with an ability to work to strict deadlines with considerable attention to detail.
Meticulous attention to detail.Job Offer
Growth shares.
Annual performance bonus (cash and growth shares).
High-quality working environment in a central London office in the heart of Fitzrovia.
Hybrid working.
30 days' holiday, plus UK bank holidays.
Private health cash reimbursement plan.
Employer pension contribution.
Salary-sacrifice pension scheme, saving marginal rate on contributions.
Salary-sacrifice nursery voucher scheme, as above.
Employee assistance programme
Reference: 225231102
https://jobs.careeraddict.com/post/113389653
Financial Services Administrator
Posted on Jun 10, 2026 by CV-Library
Glasgow, City of Glasgow, United Kingdom
Admin & Secretarial
Immediate Start
£25k - £26.5k Annual
Contract/Project
The Financial Services Administrator will provide essential administrative support within the financial services industry, ensuring smooth and efficient operations. This role is ideal for someone detail-oriented and capable of managing multiple tasks in a fast-paced environment.
Client Details
This role is with a reputable organisation in the financial services industry. As a small-sized company, they specialise in delivering tailored financial solutions and prioritise precision and operational excellence in their work.
Description
Managing a busy pre-offer pipeline of applications.
Working closely with our Underwriting team to ensure applications are progressed to the correct outcome efficiently and accurately.
Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria.
Remaining compliant with all applicable regulatory guidelines.
Developing and maintaining key relationships with internal and external customers.
Answering internal and external customer queries, with the key objective of first-time resolution.
Meeting key performance indicators and service levels by working to agreed objectives and deliverables.
Identifying potential issues and suggesting suitable solutions or process improvements.Profile
Customer service experience
An understanding the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly.
Have strong organisation skills with an ability to work to strict deadlines with considerable attention to detail.
Meticulous attention to detail.Job Offer
Growth shares.
Annual performance bonus (cash and growth shares).
High-quality working environment in a central London office in the heart of Fitzrovia.
Hybrid working.
30 days' holiday, plus UK bank holidays.
Private health cash reimbursement plan.
Employer pension contribution.
Salary-sacrifice pension scheme, saving marginal rate on contributions.
Salary-sacrifice nursery voucher scheme, as above.
Employee assistance programme
Client Details
This role is with a reputable organisation in the financial services industry. As a small-sized company, they specialise in delivering tailored financial solutions and prioritise precision and operational excellence in their work.
Description
Managing a busy pre-offer pipeline of applications.
Working closely with our Underwriting team to ensure applications are progressed to the correct outcome efficiently and accurately.
Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria.
Remaining compliant with all applicable regulatory guidelines.
Developing and maintaining key relationships with internal and external customers.
Answering internal and external customer queries, with the key objective of first-time resolution.
Meeting key performance indicators and service levels by working to agreed objectives and deliverables.
Identifying potential issues and suggesting suitable solutions or process improvements.Profile
Customer service experience
An understanding the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly.
Have strong organisation skills with an ability to work to strict deadlines with considerable attention to detail.
Meticulous attention to detail.Job Offer
Growth shares.
Annual performance bonus (cash and growth shares).
High-quality working environment in a central London office in the heart of Fitzrovia.
Hybrid working.
30 days' holiday, plus UK bank holidays.
Private health cash reimbursement plan.
Employer pension contribution.
Salary-sacrifice pension scheme, saving marginal rate on contributions.
Salary-sacrifice nursery voucher scheme, as above.
Employee assistance programme
Reference: 225231102
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