Your new company

This fintech company based in Central London is recruiting for a Client Administrator to join their team on a temporary basis. This company is a growing company with proven success and a clear, innovative, strategic plan. This role is 5 days/week (Monday to Friday), 8 hours/day with all 3-4 days in the office and 1-2 days at home. This is a 3-4 month contract with opportunity of extension.

Your new role

Your new role will be responsible for processing ISA applications accurately and efficiently, ensuring compliance with regulatory requirements and delivering excellent customer service.

You will be responsible for the following tasks:

• Review and process ISA applications in line with company and FCA guidelines.
• Validate customer documentation and ensure all required information is complete.
• Maintain accurate records and update internal systems promptly.
• Liaise with clients and financial advisers to resolve queries and obtain missing details.
• Monitor application progress and ensure timely completion within agreed SLAs.
• Handle inbound calls and emails professionally, providing clear and helpful responses.
• Assist with reconciliations and reporting related to ISA accounts.
• Support the wider administration team with ad-hoc tasks as required.
• Ensure data protection and confidentiality standards are upheld at all times.

What you'll need to succeed

In order to succeed in this role, you will need to have proven experience in financial administration or application processing, ideally within investments or savings products. You must have strong attention to detail and the ability to work accurately under pressure. Excellent organisational skills and the ability to manage multiple priorities are essential. You should have:

• Knowledge of ISA regulations and compliance requirements (desirable).
• Strong written and verbal communication skills.
• Proficiency in MS Office and experience using CRM or financial systems.
• A proactive, customer-focused approach and ability to work as part of a team.
• High levels of integrity and professionalism.

What you'll get in return

In addition to a competitive hourly rate, you will be paid weekly through an efficient online timesheet process and will also receive expert advice from a Hays consultant providing support and guidance throughout the duration of your contract. This is an excellent opportunity to utilise your skills and gain hands on experience in a large and busy working environment. You will receive bespoke in-house training and will be closely guided to your success.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.