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Job Location | Chippenham |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
An award winning customer focused organisation is expanding across the business! Do you have an excellent work ethicDo you have administration and customer service experience including excellent ExcelAre you looking for a good work life balance working Monday to Friday office hoursA fixed term six month contract with the strong possibility of becoming permanent. The salary range is £20k. Working from home initially then office based.Role Purpose To assess three network companies ensuring they are looked after and all duties completed. on time with accuracy.This will include:* New joiners to both networks * Ongoing monitoring Main Accountabilities * Review and assess the personal and business financial profiles of new firms, firm principals and advisers applying to join the networks. * Provide feedback where required and approve/decline applications - where appropriate referring to senior management for guidance. * Annually, review and assess the personal and business financial profiles of firms, firm principals and adviser members of the networks. * Complete Management Information reports relevant to financial reviews completed, approved and declined (when needed). * Maintain and communicate daily updates (working with the Broker Services Manager and Head of Broker Services) to relevant networks staff, management and executive teams. * Keep abreast of internal process, regulatory and/or legislative changes to authorised recruitment procedures. * Administration Tasks - other duties as required by the Head of Broker Services Technical Skills / Competencies * Intermediate IT skills, * Proficient user of Microsoft Excel, Outlook and Word * Knowledge of Financial Conduct Authority authorisation requirements - particularly the Fit and Proper test for Approved Persons in relation to financial soundness would be preferred but not essential as training will be provided. * Ability to collate and distribute relevant Management Information in the absence of the Financial Monitoring Team Leader (when required). * Knowledge of the structure, presentation and interpretation of Company / Business Accounts (training will be provided).Experience, qualifications and other requirements specific to the role:Essential * GCSE Maths / English (grade C or above) * Good written and oral communication * Ability to take ownership for workload and work to set quality and service level agreed standards* Ability to work well within a team environment * Requirement to maintain a high degree of confidentiality when dealing with sensitive personal and business dataAcorn Recruitment acts as an employment agency for permanent recruitment. Required skills
Keyskills :
mtgages financial services admin excel customer services