We are recruiting for a leading provider of retirement benefits who, over the past couple of months have gone through a period of change, growth and expansion.
Due to this, there offices in Surrey are now seeking additional Administrators within their Lifetime Mortgages Team. This division is split into a number of teams, with the current opportunities existing within both their New Business and Servicing teams.
Responsibilities vary depending on which team you work for but can include:
- Progressing new business applications, ensuring all relevant information is correct and requesting any additional information.
- Liaising Financial Advisors and Solicitors to either ascertain further information or update them on the progress of their clients application.
- Liaising directly with the client who is looking to amend or make changes to their live policy. This can include further funding, changes in circumstance, redemptions or general policy changes
- Updating client information and ensuring that the completed required administration is managed in accordance with agreed procedures and compliance.
Possessing proven administrative and customer service experience ideally gained within the financial services sector (specific product training will be provided), it is essential that you are highly organised with a strong attention to detail and excellent communication (verbal and written) and interpersonal skills.
These are excellent opportunities, if you are looking to secure a role offering training and ongoing career development within a growing organisation that will support you at all levels, including full support in studying for professional qualifications.
Offering an excellent salary and remuneration package, further details are available on application.
- Career Development
- Customer Service
- Organisational Skills
- Product Training
- Attention to detail
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