Responsibilities
The successful candidate will work closely with advisors and our administration team to coordinate the daily processing of life & pension new business & existing business:
Process pension, investment & protection business that is submitted by advisors including submitting online, chasing pipeline, and issuing policy documents
Setting up client/policy records on client database
Working with advisors to prepare and issuepliance documents to clients - statement of suitability, research reports, risk profiling etc.
Ensuring files arepliant in line withpany's processes and procedures
Establishing & building good relationships with clients
Processing ad hoc requests from customers
Managing daily post and client correspondence
Key Requirements
Customer orientation, displaying a positive attitude and behaviours, awareness and willingness to respond to customers to exceed their needs, requirements and expectations. Strong organisation and administration skills.
• Strongmunicator - Able to express yourself clearly and positively, both verbally and in writtenmunication.
• Excellent organiser - including time management and prioritisation. Manages own time effectively and able to manage the expectations of advisors regarding delivery.
• Works at a fast pace but does not sacrifice attention to detail
Additional Requirements
Relevant experience in a similar or busy administration role
APA or QFA desirable but not required
Excellent PC skills - Microsoft Packages etc,
Job Type: Full-time
Work Location: In person
Model
Office Based
Salary
petitive
Benefits
Benefits
•pany Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhancedpany Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs Job ID VN955