Job Description

Location
Salary
Posted on
Reference
Formby
\xc2\xa323000
01/12/2023
NJR13962
DESCRIPTION

CLIENT SUPPORT ADMINISTRATOR
LOCATION : FORMBY
SALARY: UP TO \xc2\xa323,000 + EXAM SUPPORT & CAREER DEVELOPMENT

NJR Recruitment are working in Partnership with a well-established firm of Financial Planners based in the beautiful location of Formby. A Client Support Specialist is now required to join their growing team where you will provide a consistently high standard of administrative support to the team.

KEY RESPONSIBILITIES OF THE JOB:
" Processing & diarising Letters of Authority
" Create illustrations as required
" Process new business \'EBS\' applications
" Process all protection online applications
" Monitor and compile sign up packs for all business & chase adviser for completion
" Identify non \'origo options\' cases and obtain discharge forms at onset
" Liaise with ceding schemes to obtain information
" Generate CYC\'s for non-complex cases & liaise with the Technical Support Team regarding the output
" Send weekly emails to advisers with a summary of case updates, including timescales
" Liaise with the admin centre & build rapport with key contacts
" Ensure ALL compliance documents (including ID) are evident and recorded. Chase and obtain if not
" Quote & key all life protection applications
" Create, complete and submit advice sets for new money business & protection applications (not transfer or replacement cases)
" Own the end to end process of all admin functions, including Fund Switches, Withdrawals, Amendments to plans etc through to confirmation and CRM update

Candidates applying for the role should offer previous experience working in the industry either gained within a firm of Financial Planners or for a Product Provider. Those from a Mortgage & protection Admin background will also be considered.

NJR 13962