They are currently seeking additional Customer Service Administrators due to ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage, Investment and Savings Accounts.
As an award winning financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.
Responsibility for analysis of income, production of gift aid schedules, all aspects of the purchase ledger, ownership of petty cash, and supporting with month end postings and procedures for both the Charity and the Trading company.
Responsibility for analysis of income, production of gift aid schedules, all aspects of the purchase ledger, ownership of petty cash, and supporting with month end postings and procedures for both the Charity and the Trading company.
Minimum Requirements: 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell
YOUR NEW COMPANY
Salary/package: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking