Job Description

Duties will include but not be limited to the following:

• Diary and appointment management
• Processing "new business", ensuring checks have been completed in readiness for submission
• Monitoring new business pipeline through to completion
• Handling general "after-sales" enquiries, including general support to IFA’s, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
• General Administration such as preparing letters to clients.

This is a great opportunity to join a highly specialist team within an organisation that can offer a modern and contemporary working environment.

What’s in it for you:

• Company Benefits:
• Competitive salary up to £24,000 with annual review
• 20 days holiday plus bank holidays
• 37.5 hours per week
• Life Assurance (3 x Salary)
• Personal Pension - Employer 5%, Employee min 3%

Required Knowledge, Skills, and Abilities

Previous Wealth Management Administration Experience gained from within a Financial Services Environment. Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 9 GCSE’s or equivalent) grades A-C A good working knowledge of Intelligent office would be highly advantageous A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines You will be: Extremely well organised with excellent communication and interpersonal skills. A flexible team player who thrives in a fast-paced working environment Able to multi-task, possessing excellent attention to detail and used to working to tight deadlines.