A great new support role has arisen with a leading corporate specialist.
To produce all relevant paperwork for the client / member, on behalf of the Adviser, including, quotations and information.
To process all new business documentation in accordance with Legal & Regulatory and Operational processes and procedures, including the accurate loading of business onto back office systems. To deal with queries from clients, Advisers, colleagues and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. To proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
To maintain, monitor and oversee the smooth running of accounts, including: identifying scheme renewals and ensuring Provider information is received prior to renewal date - underwriting requests are followed through and client regularly updated - fees chased in line with operational procedures - checking that premiums have been paid within one month of renewal and chased accordingly.
All commission payments following scheme renewals are identified and claimed, processing of new joiners to pension schemes. To ensure that the information on the database is accurate and up to date and that client files are maintained according to company standards. To ensure commission queries are investigated and resolved within company service standards. To ensure exception reports are reviewed and appropriate corrective action taken on a monthly basis. To participate in developing ways to improve administration processes to increase consistency across the whole organisation, to improve client satisfaction, to increase productivity and reduce cost.
To work as a team with advisers and administrators in order to ensure a seamless service to clients.
- group risk
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