Job Title: Business Operations Coordinator
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Responsibilities:
We are seeking a highly organized and efficient Business Operations Coordinator to join our team. In this role, you will be responsible for coordinating the daily processing of life and pension new business and existing business. This includes working closely with advisors and our administration team to ensure seamless communication and efficient workflow.
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Key Responsibilities:
• Process pension, investment, and protection business submitted by advisors, including submitting online applications, chasing pipeline progress, and issuing policy documents.
• Set up client/policy records on our client database, ensuring accuracy and completeness.
• Collaborate with advisors to prepare and issue compliance documents to clients, including statements of suitability, research reports, risk profiling, etc.
• Verify that all files are compliant with our company's processes and procedures.
• Establish and maintain good relationships with clients through regular communication and support.
• Process ad hoc requests from customers in a timely and efficient manner.
• Manage daily post and client correspondence, ensuring prompt response and resolution.
Requirements:
To succeed in this role, you will require excellent organizational and administrative skills, strong communication abilities, and a customer-focused approach. You should also have:
• Strong time management and prioritization skills, with the ability to manage multiple tasks and deadlines effectively.
• Excellent verbal and written communication skills, with the ability to express yourself clearly and positively.
• A positive attitude and behaviors, with a willingness to respond to customer needs and exceed their expectations.
• Relevant experience in a similar or busy administration role, preferably within the financial services sector.
• A desire to work in a fast-paced environment, with a focus on delivering high-quality results under pressure.
Benefits:
We offer a range of benefits to our employees, including:
• A competitive salary and bonus scheme.
• Comprehensive health insurance and pension scheme.
• 25 days' annual leave, plus bank holidays and additional days for seniority.
• The option to purchase up to 5 extra days of annual leave.
• Life assurance and enhanced family leave policies.
• Access to a flexible benefits platform, offering a range of insurances and other perks.
• Regular training and development opportunities, to help you grow and succeed in your career.
Working Conditions:
This is an office-based role, requiring regular attendance at our head office location.
• Flexible working hours may be considered, depending on business needs and individual circumstances.
Apply Now:
If you are a motivated and organized individual, with a passion for business operations and customer service, please submit your application today.