Job Objective:

Reporting to the New Business Team Manager the main purpose of this role is to support the acquisition of new business, ensuring that it is processed quickly and suitable payment received. Also, to play an active role in supplying information for Financial Advisers prior to client meetings.

Working as part of a team the role will require you to liaise with customers, product providers and Financial Advisers in addition to undertaking usual office administrative duties.

This role would give the successful candidate the opportunity to develop themselves for other roles within the Financial Services sector. 

Key Responsibilities:

• Processing Life & Pensions New Business


• Processing Mortgage Applications


• Maintain Back Office Systems


• Obtaining Quotations – Life, Pension & Mortgage


• Chase pipeline business


• Telephone calls (client & provider) regarding New Business


• Meeting preparation for new clients


• Diary management


• Checking Policy Documents and Mortgage offer Letters


• Issuing Policy Documents to Clients


• Maintain New Business Logs


• Ensure prompt payment of  Commission

Skills & Experience Required:

Essential

• Previous experience in Financial Services


• Good standard of education (particularly English & Maths)


• Strong communication skills


• Good organisation and planning skills


• A good team player with a flexible approach


• PC Literate (Microsoft)
  
  Knowledge of 1^st Software


• Part FPC