This role offers the chance to build technical knowledge and develop a long-term career within financial services while delivering exceptional customer service.
Key responsibilities:
⭐ Processing administration requests for corporate plans and individual policies accurately and within agreed timescales
⭐ Building relationships with clients and brokers, responding to queries promptly and professionally
⭐ Preparing and reviewing client documentation and maintaining accurate records
⭐ Coordinating and maintaining client due diligence documentation
⭐ Monitoring outstanding debts and escalating issues where appropriate
⭐ Liaising with internal teams to ensure client needs are met and promoting online services
What you’ll need:
⭐ Administrative experience
⭐ Strong communication and customer service skills
⭐ Excellent organisational skills and attention to detail
⭐ Ability to use initiative and identify process improvements
⭐ Flexible and adaptable approach with the ability to meet deadlines
⭐ Intermediate Microsoft Office skills, including Word, Excel and Outlook
Why join?
⭐ Supportive and professional team environment
⭐ Opportunity to build technical knowledge and industry expertise
⭐ Varied role with exposure to clients, brokers and stakeholders
