Finance Vacancy

Our clients are searching for an experienced Administrator, preferably with previous experience in Financial Services.

Responsibilities will include:-

• Requesting specific information from life and investment companies (either by telephone, letter or e-mail).
• Creating new and updating existing client investment summaries by obtaining valuations & other policy information from life and investment companies.
• Processing all new business application forms by photocopying all necessary paperwork and forwarding to life/investment companies
• Chasing outstanding business and ensure it is transacted efficiently and quickly as possible.
• Checking and processing all policy documentation to ensure accuracy when received from life and investment companies.
• Updating 1st*, New Business register and paper files daily to ensure accurate and up to date business written and client records are maintained.
• Providing assistance with the collation of suitability reports, including ordering quotations, obtaining application forms, key features and fund fact sheets from life company (via telephone or website).
• Maintaining all stationery stock levels to meet departmental needs
• Chasing outstanding commissions from life/investment companies on a weekly basis.
• Providing the department with ad-hoc administrative support and typing (either copy or audio) as required.
• Ensuring all client files and paper correspondence is filed away on a daily basis.
• Maintaining and developing personal knowledge of company products and regulatory requirements to enhance the service delivered to our clients.
• Experience:
• At least 1 year’s experience in a Financial Services environment, or 2 years experience in an administrative environment.
   
• If you would like to apply for this role, please email your CV to kate@sjcrecruitment.com or call Kate Lamberth on 01225 335500.