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Financial services administrator

beBee Careers
Financial services administrator
Posted: 12 June
Offer description

Work Summary:

This role involves working with existing clients, creating quotes and advising on cover and services.

The ideal candidate should have a strong background in Life, Pensions & Investments industry with excellent attention to detail and strong organisational skills.

We require someone who can multitask and prioritise queries effectively and is highly self-motivated and able to work on own initiative.


Main Responsibilities:

* Processing quotations and new business applications
* Managing business pipeline from start to finish
* Communicating with clients and ensuring effective communication flow
* Compliance with Anti Money Laundering and Consumer Protection Code requirements

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