Job Description

Role Specific Responsibilities:

• Process new business from proposal to policy issue, including any cash handling and production of fees
• Process amendments for existing clients
• Accurately load new and maintain existing client data on FP Administration System
• Maintain a regular diary system to enable the efficient tracking of all workflow items
• Ensure accurate records are maintained detailing the progress of work flow items including saving all documents to client records
• Assist with the production and issue of client valuations including cost & charges
• Collate & Submit monthly statistical data as agreed with department manager

Required Knowledge, Skills, and Abilities

Do you have good attention to detail? Do you have an excellent telephone manner and listen actively while questioning to clarify you own understanding? Do you prioritise and make effective use of your time? Do you have good organisation skills? Do you good written communication? If so, take a look at the experience and qualifications required: Life and Pensions administrations experience Process new applications for Investment Bonds, Pensions, Protection Products, Off shore bonds Experience of new business and policy servicing administration IRESS - Advisor Office and X Plan package experience is desirable 5 GCSE's C and above including Maths and English Professional CII exams preferable not essential