Financial Services Administrator
Are you meticulous about data accuracy and thrive in a fast-paced environment? Do you want to work within an award winning organisation? If so, we want YOU to be a part of our team!
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Are you meticulous about data accuracy and thrive in a fast-paced environment?
Do you want to work within an award winning organisation?
If so, we want YOU to be a part of our team!
The Platforms Reporting Associate at TPO will provide centralised support for a variety of tasks and, in turn, deliver a professional, compliant, effective administration service to colleagues and third-party organisations. This role is perfect for someone who enjoys working within Excel and working within a data heavy role.
If you're someone who thrives on challenge, enjoys working in a collaborative team environment, and is committed to delivering excellence in client service, we want to hear from you!
Responsibilities
- Maintain the Curo database system ensuring that all tasks are completed in line with company policy and procedures.
- Maintain the accuracy of client data held on Curo to include input and cleansing as appropriate.
- Manage all valuation tasks and queries in a timely, compliant manner, meeting agreed performance standards.
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation production direct from the provider/platform website or via telephone.
- Support with review meeting outputs as agreed through the service menu for clients.
- Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards.
- Complete project related activities or general tasks as instructed by your line manager or senior colleagues and follow through to completion dealing with any queries that arise from these activities.
- Develop and maintain effective relationships with colleagues and third parties.
- Provide recommendations/improvement ideas to increase operational efficiencies within the team.
- Any other ad-hoc tasks as required.
Benefits
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
*after qualifying period
Knowledge, Skills and Experience
- Ideally some experience within financial service but not essential. We are looking for an excellent Administrator with great attention to detail and a good level of Excel.
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills.
- Excellent verbal and written communication skills with an eye for detail.
- Professional telephone manner.
- Department
- Central Services
- Locations
- Leeds
- Remote status
- Hybrid Remote
- Employment type
- Full-time
Leeds
Workplace & culture
At TPO, we are passionate about people and want to ensure our colleagues are excited about the integral part they play in our business. We believe in personal and long-term relationships with our colleagues and therefore attach great importance to getting to know you, your skills, your goals and aspirations. Being a part of the TPO family, means working in a supportive and fun team environment where you will be challenged and empowered to reach your full potential.
TPO is committed to continually making diversity, inclusion and equality the heartbeat of our culture.
Financial Services Administrator
Are you meticulous about data accuracy and thrive in a fast-paced environment? Do you want to work within an award winning organisation? If so, we want YOU to be a part of our team!
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