This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments.
The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes.
Responsibilities:
New Business & Client Administration
-Process new business applications and associated paperwork through to submission
-Carry out client identity verification checks where required
-Chase applications, transactions and client requests through to completion
-Maintain accurate and up-to-date client and plan records on Intelligent Office
-Ensure all client documentation is recorded and managed in line with company procedures
Adviser & Platform Support
-Manage client transactions, cash holdings and trades on provider platforms as instructed
-Prepare quotations, applications and supporting documentation for adviser client meetings
-Complete tasks assigned by advisers, managers, team leaders and colleagues
Client, Provider & Claims Management
-Respond promptly to queries from clients, providers and advisers
-Handle incoming calls and direct enquiries appropriately
-Process and manage policy and claims through to completion
-Ensure clients receive the correct documentation in a timely manner
Operational & Professional Responsibilities
-Complete ad hoc tasks and other duties as required by the Senior Management Team
-Work in accordance with company policies, health and safety requirements, and core values
Hours: Monday to Friday 9am to 5pm - 2 days per week working from home
Salary: £28,000 to £30,000 plus excellent benefits including:
-25 days holiday plus holiday trading
-Day off for birthday
-Free parking
-Pension
-Income protection
-Life cover
-Health cash plan
Salary description
£28000.00 - £30000.00 per year