Do you have the drive and ambition to prove your aptitude for detail and accuracy so as to open the door to a broader career path?

We are an FCA regulated financial service business working in the prepaid funeral planning sector which is growing continuously.

We are currently seeking three individuals to join a small but growing administration team based at our head office just outside Warwick.

We are seeking experienced individuals to join our administration team and the successful candidates will join the team in ensuring that plan related documentation is entered onto the back office system with a high degree of accuracy and in a timely fashion in accordance with company guidelines.

You will also be handling inbound calls, arranger diary scheduling and distribution of those calls to the team, a range of client support and administration responsibilities, including data entry, document creation and distribution as well as other varied tasks.

Pay is commensurate on experience, you will need your own transport or the means to get to our office and you must have strong IT skills. Graduate candidates also welcome as full training will be given.

There are a growing number of roles in our business and there are career opportunities for people with the right attitude and the right output.

This administration role is varied and may include:

• Telephone calls – incoming & outbound from/to customers and Funeral Directors
• Email inboxes – manage, review/action/follow-up as relevant
• Issue Plan documents, cross-referencing various documents for accuracy and using different systems to generate the documents and create customer records.
• Process changes to Plan documents
• Direct Web Quotes – log and follow-up to book in appointments with Plan Arrangers
• Post out Plan Quotes
• Plan Arranger meetings – to schedule/manage Process
• Plan cancellations and Redemptions Payments for Plans – take and log payments
• Reconciliation of bank statements and payments Direct Debit reports – review and action (successful payments and unpaids/cancelled reports)
• Plan arrears – contact customers to understand why payment has failed and follow-up

Skills and Experience Essential

• Ability to work under own initiative and as part of a team.
• IT literate, especially with Microsoft Office Apps.
• Ability to work under pressure.
• This role includes sometimes supporting vulnerable clients, therefore accuracy and sensitivity is imperative.
• Experience in a busy administrative environment.
• Excellent written and verbal communications.

Desirable

• Good interpersonal and influencing skills.
• Good understanding of compliance file documentation.
• Knowledge of financial services regulation governing the distribution of funeral plans.
• Financial services qualifications.
• Financial Services Experience.
• Funeral sector experience

Please get in touch if you feel you can offer what we're looking for.

Benefits:

• 35 days holiday per year including statutory public holidays
• Casual dress
• Company pension
• Cycle to work scheme
• Free on-site parking

Schedule: Monday to Friday

Education: A-Level or equivalent (preferred)

Experience: Customer service: 1 year (preferred) Administrative experience: 2 years (required)

Language: English (required)

Licence/Certification: Driving Licence (required) Work

Location: In person Application deadline: 06/12/2024