Sector: Admin & Secretarial
Job Type: Temporary
Date Added: 23 November 2018
  • Cheltenham, Gloucestershire, South West, England
  • £7.83 - £9.50 per Hour
  • Blue Arrow Birmingham
  • 0121 632 4477
Blue Arrow

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I have a wide range of Admin roles available around the Cheltenham area.

These include: 

  • Zip Administrator
  • Administrator - Customer Service
  • Administrator - Life & Pensions 
  • Administrator - Claims
  • Administrator - Complaints Triage 


Key Tasks
• Amending and issuing documentation
• Amending portfolio personal details
• Vetting and authorising changes of adviser
• Vetting and authorising movement of monies and assets between and within portfolios
• Cancellation & Void processing
• Calls and e-mails to advisers for outstanding requirements
• Once confident in key processes, contribution to the phone rota to answer servicing related queries (mainly calls through from our Contact Centre where they need more info to answer the query)

• Flexibility/able to cope with developing processes and frequent changes in service requirements
• Positive approach and can do attitude.
• Team player who is able to raise issues in a constructive manner and adapt as the team and processes continue to develop
• Excellent attention to detail and data entry accuracy
• Self motivated
• Ability to work on own initiative
• Good written and verbal communication skills (Approx 90% letter writing and e-mail, 10% phone calls)
• Good customer service skills
• Confident in ability to quickly learn new systems - web based administrative systems and scanning and imaging software
• Ability to work under varying workloads and pressures
• Committed to learning new skills and developing competency, with pride in the quality of their work
• Ability to learn complex processes
• Good keyboard skills
• Good working knowledge Word & Excel

MAY BE REQUIRED TO START AT 7.30am + 7.5 hours.
Holiday ban during training
Holiday ban over Tax Year End period March-April


• Dealing with both Life & Pension products
• Updating customers addresses and personal details
• Providing detailed product information to customers

• Excellent attention to detail
• Good written and verbal communication skills
• Balance of accuracy & speed
• Team Player
• Good multi-tasking skills
• Flexibility
• Be able to work to deadlines
• Good customer service skills
• Confident on the telephone
• Knowledge of Pension and Life products preferable


• Liaising with clients and other areas of the business with the aim of finding a quick solution to a complaint
• Vet, log and acknowledge complaints within strict timescales
• Data gathering information to support the decision making process
• Chasing outstanding requirements to ensure complaint ageing remains at the minimum
• Ensure FOS requests are processed in line with procedures and regulatory requirements
• To build, maintain and enhance the team's competence in order to improve delivery of the customer experience and to ensure we treat customers fairly
• To accurately apply knowledge of relevant systems, products, processes and procedures when dealing with customer complaints or answering questions within the team
• To promote the provision of a first class experience for customers and to share knowledge and expertise with other team members
• To contribute to and support the creation of a positive team culture
• To challenge the activities inside and outside the team in order to improve the customer experience
• To regularly evaluate actions taken to ensure success is measured, to build on success or to alter approach, if required
Experience & Skills (Essential)
• Experience in financial services organisations or customer service environment
• Good verbal and written communication skills
• Influencing skills
• Good PC skills, including Microsoft Excel
• Planning and organising skills
Experience & Skills (Desirable but not essential)
• Complaint handling experience
• CF1, FA1 & 2 or equivalent
• Detailed knowledge of financial products & services
• Knowledge of procedures & technical standards
• Significant knowledge of relevant legislation, FCA principles and FOS ethos in particular
• Market, risk and business awareness
Personal Attributes
• Passionate about delivery of customer service and the need to treat customers fairly
• Ability to work in a team/team player
• Appropriate balance of people & technical skills
• Ability to cope with varying workloads and pressures

If you feel you are qualified for the role and wish to apply please contact the Birmingham BlueArrow Branch or apply directly through this website.

Due to a high number of applicants, if you do not hear back within 4 weeks you more than likely have not been successful in the role but your details and CV will be kept on file.

Blue Arrow
21/12/2018 09:00:00
GBP 7.83 7.83.