Job Description

The purpose of this role is to provide central resource support to the Sales Consultants and work as part of a Sales Support Team. You will be involved in the delivery of service to a team of Financial Advisers within agreed service levels including timeliness and quality.

• Set up client/policy records on client database
• New Business Processing – compliance checks, submitting to providers and follow up through to policy issue (various types of policies: pensions, life policies, investments)
• Tracking new business cases - ensuring that regulatory requirements and compliance deadlines are adhered to throughout daily processes
• Processing and tracking claims in various types of policies: pension claims, transfers, encashment
• Dealing with client and Financial Adviser queries
• Managing daily post and client correspondence
• Manage task reminder system
• Fielding telephone calls

Required Knowledge, Skills, and Abilities

• QFA/APA is essential
• Relevant experience in a similar role (life and pension experience) is desirable
• Excellent PC skills - Microsoft Packages
• Be able to work with all levels of personnel
• Excellent communication skills (written & verbal)
• Ability to priorities and work under time pressures
• Good attention to detail