Graduate Administrator

• This is a fantastic opportunity for a graduate or equivalent or candidate with financial mathematical and statistical experience.
• Processing administration to ensure productivity, quality and service level targets are consistently met.
• To enter data onto the medical underwriting systems.
• Coordinating the telephone and field underwriting interviews.
• Calculation of benefit levels
• Responsible for the issuing of underwriting requirements to IFA’s, professionals, employers and employees.
• To liaise with customers, including professionals, IFA’s, employers and employees to ensure the receipt of evidence required to underwrite.
• Compliant with policies, procedures and guidelines on the holding of confidential evidence.
• Ensure the continued protection of information, by following all applicable Information Security policies and procedures and by reporting suspected weaknesses in information security controls to the Information Security Officer.
• Understand how Treating Customers Fairly (TCF) and Risk Management relate to both your own role and your divisional activities and highlight any opportunities for improvement.

Behavioural Competencies:

• Delivers Results.
  Sets high goals for personal accomplishment; works diligently to meet/exceed goals.
• Develops Self.
  Display strong capacity and thirst for learning and developing self; has keen self-awareness re: strengths and areas of development.
• Good Judgement.
  Evaluates options by considering implications and consequences; chooses an effective option.
• Strong Business Knowledge.
  Displays strong understanding of own department and good general understanding of overall business.
• Strong Teamwork.
  Actively works collaboratively to help move the team toward the completion of goals.
• Values Driven.
  Interacts with others in a way that gives them confidence in one’s intentions and those of the organisation.

Required Knowledge and Skills:

Skills

• Good numerical and English skills
• Use of systems: Word, Excel, Outlook and Industry systems
• Excellent telephone skills
• Assertive
• Self motivated
• High level of initiative
• Customer management skills
• Application of process & procedures
• Application of confidentiality policy

Training Requirements:

• Continuous updating of knowledge and skills defined above
• Compulsory Annual Training: Money Laundering, Data Protection, Risk Management, Whistleblowing, ICOB, Complaints Handling and Health and Safety
• Induction course

Minimum entry criteria:

Experience within an office environment

• IT literate
• Excellent telephone manner and call handling skills

Qualifications: This could suit a recent graduate or equivalent with some previous work experience, or good academic qualifications demonstrating a mathematical/ statistical interest and ability or previous work experience in a financial environment