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Imperium Financial Recruitment
,
Manchester, Greater Manchester
Sales Support Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Provide administration support to the Financial Advisers in respect of new and existing business. You will monitor new business progress and chase outstanding documentation on behalf of the Financial Advisers and ensure all new business submitted is fully completed and compliant. To process new applications for business both in online and paper format. To carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information where necessary. To set up files for new clients and record information on database ensuring compliant files are maintained and Identity is verified. Request collate and record information from third parties. To update the New Business Register and Intelligent Office. To set up new clients on database and send out policy documents as and when required. To deal with incoming and outgoing post daily; scan, logging and distributing to the relevant individual. To deal with any client correspondence and daily tasks regarding ongoing cases and queries from Financial Advisers ensuring they are kept up to date on their cases. To produce Illustrations as requested along with any supporting documents required. To compile Letters of Authority, sending out to Insurers and collating policy information when received in, then inputting policy information on to Intelligent Office. To answer the telephone as necessary and have a friendly and professional manner at all times. To meet and greet clients as required. Excellent organisational skills, meticulous attention to detail. Exceptional verbal and written communication skills. Able to manage workflow and communicate effectively. Self-directed approach and strong sense of ethics. Strong Microsoft Office Skills of a standard to perform any tasks for the role (to include use of a client database, email, web, and any other systems that are required from time to time. Knowledge and understanding of the regulatory standards. Preferably holding or working toward R01 (or equivalent) and at least 6 months industry experience.