Responsibilities
- Ensuring that all documentation and reports are issued correctly within the designated timeframe, and internal records kept up to date.
- Applying the processes and procedures of the team in daily work.
- Maintaining required levels of technical knowledge and behavioural standards, especially all regulatory and statutory requirements.
- Building strong relationships with clients, client representatives and third-party providers.
- Communicating with relevant parties using the appropriate communication channel and language.
- Preparing Suitability Reports
- Completing New Business Checklists
- Processing Transfer Applications
- Fee Administration
- Ad-Hoc Client Servicing Requests
- Processing Fund Switches
- Processing Accessing and Benefits
What we're looking for
- Good knowledge of financial services and products is desirable.
- Strong organisational skills and ability to manage workload.
- Detail-oriented with a high level of accuracy in data entry and documentation.
- A good standard of knowledge of Microsoft packages.
- A proactive and self-motivated approach to work, with a willingness to learn and grow within the role.
Our commitment to you
- Professional, hardworking, yet supportive and friendly environment with a strong team ethos.
- Huge potential for career progression and development within the business structure. Annual appraisals and 6 monthly reviews to help develop you in line with your career aspirations.
- Study support for examinations with the Chartered Insurance Institute , including study leave and an examination pass bonus structure.
- Pension scheme with employer contributions.
- Modern offices within a city-centre location.
- Great social events all year round organised by our Staff Social Committee.
Job Types: Full-time, Permanent
Pay: £26,000.00-£32,500.00 per year
Benefits:
- Company events
- Company pension
- Private medical insurance
- £500 bonus for each exam passed
- All exam and study material paid for by the company
Schedule:
- Monday to Thursday have 2 shifts 8am – 4pm and 9am – 5 pm
- Friday 8am – 3pm and 9am – 4pm
Each member of staff will be on a set shift pattern with a mixture of shifts.
Job Type: Full-time
Pay: Up to £32,500.00 per year
Benefits:
Work Location: In person
