Case Administrator - Belfast, United Kingdom - CD Fairfield Capital
3 weeks ago
Description
Case Administrator
Due to expansion CD Fairfield Capital are now recruiting for a number of advice, customer service and administration roles.
These exciting opportunity entail working within the CD Fairfield group of companies and presents an opportunity to join a progressive, fast growing business with opportunities for promotion and career advancement.
The Role
- Client interaction ( phone, video call and occasionally face to face )
- Collation of client documentation
- CRM management
- Updating clients
- Liaising directly with third parties including lenders, solicitors, creditors, letting agents, estate agents etc
The Person
You will be an experienced professional with a track record of delivering a high-quality administration and support service to clients and third parties.
This is as fast-paced environment and we are looking for a team player who can deliver favourable outcomes for our clients and our business.
Essential
- Experience of working in a busy, client facing administration role
- Outstanding telephone manner
- Excellent written communication with attention to detail & commitment to accuracy
- Strong numerical skills
- Excellent organisation and prioritisation skills in order to handle multiple tasks, stay focused under pressure and work to tight deadlines
- Updating internal case management system with notes accurately for compliance purposes
- Experience in problem solving by exhibiting critical thinking and adaptability to generate successful outcome for clients
- Proficient in the use of Microsoft Packages including Excel, Outlook and Word
- Educated to a minimum of A Level/BTEC or equivalent and have GCSE Maths and English (grade C and above)
- Continuing to develop your knowledge and understanding of our services including any changes in legislation and processes
Desirable
- Experience of working in a financial services, debt / insolvency, accountancy, banking or legal environment
- Experience of completing financial reviews with clients including income and expenditure, assets and liabilities
- Experience of managing and progressing a client case list as part of defined process
- Proficient in full Microsoft Office suite to include Excel and Word
- Experience using CRM software, Hubsolv, Vision Blue or similar
The Rewards
- Competitive salary £20,000 £25,000 depending on experience
- Competitive Bonus scheme
- Career progression in a fastgrowing company
- Learning & Development opportunities
- 30 days Annual leave + Additional entitlement by length of service
To be considered for this position, please forward your
CV and any further supporting documentation by clicking on the
APPLY button on this page.
Job Types:
Full-time, Permanent
Salary:
£20,000.00-£25,000.00 per year
Benefits:
- Company pension
- Free parking
- Onsite parking
- Referral programme
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
Education:
- GCSE or equivalent (preferred)
Experience:
- busy, client facing administration role: 2 years (required)
Work authorisation:
- United Kingdom (required)
Work Location:
In person
Reference ID:
CA/02/24
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