Financial Services Administrator

Financial Services Administrator

A great opportunity to work for one of the leading employers in the area in this specialist role. They offer professional and structured training and development opportunities, genuine career progression and a benefits package which is second to none.

• Based in Epsom
• £25,000 - £27,000 (depending on experience)
• Monday - Friday, 9am - 5:30pm
• Hybrid after probationary period
• 23 days holiday rising to 27 plus option to buy and sell holiday
• Free parking

Job specification:

• Manage complex mortgage processes, including Buy to Let, Transfer of Equity, Interest Only mortgages, and specialised external programs.
• Oversee mortgage arrears administration, including report preparation, data provision, and legal recovery support.
• Handle deceased customer accounts, Powers of Attorney, third-party authorisations, and the registration process per guidelines.
• Fulfil responsibilities as specified in the Company’s Authorities Schedule.
• Administer centrally managed reports, conduct necessary research, corrections, and manage responses.
• Draft and issue customer correspondence as needed.
• Support testing functions, including form preparation, testing, and result review.

Person specification:

• Experience in administration.
• Customer service experience, ideally with phone-based interactions.
• Strong attention to detail.
• Ability to remain calm under pressure.
• Effective time management and workload prioritization.
• Clear and effective communication across all formats.
• Decision-making capability.
• Skilled in coaching and training others.
• Ability to build strong relationships with other departments.
• Quick learner.
• Capable of working independently when needed.
• Strong analytical skills.
• Proficient in Excel, with experience in creating spreadsheets and manipulating data.

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.