Key Job Role

• Submitting new client business
• Problem solving with scheme providers
• Building relationships with 3rd party providers
• Building relationships with clients
• Chasing policy information on behalf of our clients
• Working closely with our paraplanners & advisers to assist with data analysis
• Extracting key data from policy information and completing accurate data input
• Maintaining compliant client files and records

Our Ideal Candidate Will Have:

• GCSE’s at C/5 or above including Maths and English
• Computer Literate with proficiency in all Microsoft Packages
• Proactive with a great attention to detail
• Generalist administrative experience in a financial services business
• Experience of using the Enable/CT suite CRM system

Desirable Experience & Education

• ​One or more Professional Qualifications (R0’s)
• Experience of using cashflow forecasting software