Job Description

Join our dynamic and forward-thinking team, where we believe in fostering a collaborative and supportive work environment. We are seeking a motivated and detail-oriented Administration Assistant to support our office operations and contribute to our continued success.

Job Summary

Processing customers affordability assessments, this includes assessing customers income and outgoings and liaising with customers to make sure they have provided all the necessary paperwork. You will also be required to upload this documentation to our systems.

Other roles may include:

Liaising with customers on the phone dealing with general enquiries, taking payments over the telephone and updating customer records Underwriting of motor loans Process personal loan proposals Administrative tasks, such as correspondence, filing, printing and scanning General office tasks such as mail, correspondence and supporting the Board in events Deal with Third parties e.g. car garages to manage process

Qualifications/Skills/Experience

Good IT skills including Microsoft Office software and in particular, Microsoft Excel Problem-solving skills and good attention to detail Enthusiasm to learn and develop new skills. 'Can do' approach. Ability to work on own initiative as well as collaboratively. Customer focused attitude

FCA Conduct Requirements

As an employee of a Financial Services firm regulated by the Financial Conduct Authority (FCA), you are required to comply with the FCA Conduct Rules as set out in COCON 2, summarised below. The firm has set clear objectives in its Conduct Rules Policy including further information to assist employees to comply with these rules.

First Tier - Individual Conduct Rules

1. You must act with integrity

2. You must act with due care, skill and diligence

3. You must be open and cooperative with the FCA, the PRA and other regulators

4. You must pay due regard to the interests of customers and treat them fairly

5. You must observe proper standards of market conduct

6. A Firm must act to deliver good outcomes for retail customers

Ready to Apply?

If you're as excited about this opportunity as we are, we'd love to hear from you. Send your CV and a brief cover letter to tell us why you'd be a great fit.

Become a valued member of our team today!

Joining

Family Finance Group

means becoming part of a company with over 65 years of trusted service in the finance industry. But it's not just about legacy--it's about the people and the culture that make it thrive today.

Here's why someone might love working there:

People-first culture

: Family Finance prides itself on a personal, friendly approach--not just with customers, but with colleagues too. You're not just a number; you're part of a close-knit team that values your voice.

Supportive benefits

: From enhanced parental leave, charity days, to wellbeing programs and casual dress days, we offer perks that show they care about life beyond the office.

Community roots

: Based in Tredegar, the company has deep ties to the local area and a reputation for reliability and integrity.

Modern flexibility

: With flexible working options and a proactive approach to colleague engagement, they're not stuck in the past--they're evolving with the times.
If you're looking for a workplace that blends tradition with a modern, people-focused ethos, Family Finance Group might just be your next great move.

Job Types: Full-time, Permanent

Pay: 23,000.00 per year

Benefits:

Bereavement leave Company pension Enhanced maternity leave Enhanced paternity leave Free parking Life insurance Sick pay
Work authorisation:

United Kingdom (preferred)
Work Location: In person