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New Business Administrator
- To be advised
- Permanent, Full Time
- Closing in 53 days
- Search and Select Recruitment Agency
Our client seeks a New Business Administrator to join their team. Role Profile: To deliver an exceptional customer experience to financial advisers looking to place business with us; including but not limited to the provision of accurate and timely illustrations, guidance on Source of Wealth, Territory Decisions, special deals, KYC and the completion of new business application forms, whilst processing new business applications. Contributing to the development of strong working relationships with the advisers as well as their support staff, whilst supporting training and mentoring junior team members. Key Responsibilities:
Ability to deal with queries from clients, both internally and externally via telephone or written communication. Ability to produce new business and additional single premium illustrations across all products. Thorough understanding of the underwriting, special deal, source of wealth and territory decision processes. Strong understanding of application forms and KYC/AML requirements. Adhering to regulatory legislation and ensuring compliance requirements are met. Accurately creates and maintains client records on team workflow system throughout the pre-sale process. Ability to vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)Updates systems appropriately following receipt of outstanding documentation for pipeline applications. Working to tight deadlines and ensuring issue checking is prepared by 3pmCapable of working to tight deadlines & displays good time management skills by monitoring and managing flow of incoming tasks throughout the day. Identify problem areas and offer various solutions wherever possible. Identify & log any Complaints / VODs that are received. Ensuring the complaints procedure is followed correctly Key Skills and Experience: Minimum of 1 years' experience in Financial Services. Good knowledge of Microsoft Office Applications (Word, Excel, Outlook)Excellent written and verbal communication both internally & externally. Ability to draft thorough and comprehensive letters / fax. Experience within a customer facing administration role. Good planning and organisational skills. Ability to work within a team or on own initiative. Can maintain high level of accuracy and still work within agreed service standards. Ability to work under pressure. Good team player. Clear understanding of Customer Service. Commitment to providing outstanding customer service. Excellent telephone manner. Computer literate - comfortable using a wide variety of systems. Knowledge of the regulatory framework (AML/KYC)Ability to meet individual targets and goals with accurate results. GCSE (or equivalent) grade C or above English and Maths.
If you have the required skills please apply online at searchandselect.com quoting reference number: 15391
