We are seeking a New Business & Welcome Team Administrator for our client to deliver an exceptional customer experience to financial advisers looking to place business with them. Contributing to the development of strong working relationships with the advisers as well as their support staff, whilst supporting training and mentoring junior team members.
• Provision of accurate and timely illustrations
• Guidance on Source of Wealth
• Territory Decisions
• Special deals
• KYC and the completion of new business application forms
• Processing new business applications.
The successful candidate will have the following knowledge and Experience:
• Excellent written and verbal communication both internally & externally
• Ability to deal with queries from clients, both internally and externally via telephone or written communication.
• Ability to produce new business and additional single premium illustrations across all products
• Thorough understanding of the underwriting, special deal, source of wealth and territory decision processes
• Strong understanding of our application forms and KYC/AML requirements
• Adhering to regulatory legislation and ensuring compliance requirements are met
• Accurately creates and maintains client records on team workflow system throughout the pre-sale process
• Ability to vet a new application identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
• Updates systems appropriately following receipt of outstanding documentation for pipeline applications
• Identify problem areas and offer various solutions wherever possible
• Identify & log any Complaints / VODs that are received. Ensuring the complaints procedure is followed correctly.
For more information or to apply for this role call us on 01624629676 or email email@example.com