Full job descriptionNew Business Co-ordinator / Settlements Administrator
Location: Richmond, Surrey
Salary: £32,000 per annum
Job Type: Ongoing Temporary Assignment
Hours: Monday to Friday | Full Time | 100% Office Based
Source4 Personnel Solutions is recruiting on behalf of a well-established financial services organisation for an experienced New Business Co-ordinator / Settlements Administrator to join their busy Operations team.
This is an excellent opportunity for someone with experience in financial services, banking, lending or asset finance who enjoys working in a fast-paced, regulated environment where accuracy, customer service and attention to detail are key.
The Role
Working within a supportive Operations team, you will be responsible for processing new business finance agreements through to payout, administering settlements and maintaining customer accounts, ensuring all documentation is completed accurately and in line with company procedures.
Key Responsibilities
Process approved finance agreements from approval through to payout.
Validate customer documentation and ensure compliance requirements are met.
Produce settlement quotations and process early settlements and contract closures.
Maintain accurate customer, contract and financial records.
Update customer bank details and Direct Debit mandates.
Respond to customer, broker and supplier enquiries via telephone and email.
Liaise with internal teams to ensure transactions are completed efficiently.
Ensure all activities comply with KYC, AML and internal regulatory procedures.
Support the team with operational administration and reporting.
About You
To be successful in this role, you will have:
Previous administration experience within financial services, banking, lending, leasing or another regulated environment.
Excellent attention to detail with the ability to work accurately under pressure.
Strong organisational and time management skills.
Excellent communication and customer service skills.
A proactive approach with the ability to manage multiple priorities.
Good working knowledge of Microsoft Office, particularly Outlook and Excel.
Desirable Experience
Asset Finance
Leasing
Settlements
New Business Processing
Hire Purchase
Loan Administration
Financial Services Operations
KYC / AML Compliance
What’s on Offer
Salary of £32,000 per annum.
Ongoing temporary assignment with the potential to develop within a respected organisation.
Immediate start available.
Friendly and professional working environment.
Richmond location.
Full-time, 100% office-based role.
If you’re an organised and detail-focused administrator looking for your next opportunity within financial services, we’d love to hear from you. Apply today with your CV or contact Source4 Personnel Solutions for more information
Please note:
As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.
In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview.