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Administration Support
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- Administration Support
- Based in Altrincham
- Salary: £15k - £16k
- Exciting Administration Support opportunity within a firm of Independent Financial advisors in Altrincham
Exciting Administration Support opportunity within a firm of Independent Financial advisors in Altrincham
Temp to Perm
£15k - £16kThe perfect candidate with have an outstanding work ethic, a good eye for detail, and the ability to priorotise workload.
Post – opening and distribution of post.
Phone Calls – first point of contact for incoming phone calls.
Quotations – requests for quotations via AssureWeb/Exchange, Email and Phone
Processing and Submission of New Business – including checking of proposal form and input on IO.
Monitoring and Review of Submitted New Business – responsible for ensuring proposal goes from submission to provider to acceptance and issue of policy doc/contract note (including chasing outstanding info such as PMAs and other medical evidence and any other outstanding items, and monitoring and reviewing progress) .
Issuing Policy Documents and Contract Notes
Existing Business
Valuations – requests for valuations via IO, Internet, Email and Post.
Processing Surrender Requests and Fund switches
Processing Change of Agency Requests
Requesting plan/policy information.
Keeping Intelliflo records updated – new client input, fund switches, personal data changes, plan info etc.
Filing- For more information, contact Kate Brennan (kate@nesrecruitment.co.uk) at NES Recruitment on 0161 283 8383.