Job Description
I have a new and exciting opportunity available with a Wealth Management Client in Reigate, who are currently seeking an additional Insurance and Protection Administrator. This would suit someone with 1-2 years + experience in an IFA / Wealth Management business, supporting Financial Advisers and Mortgage Advisers. Exam support is also provided. Job requirements below:
* Provide high level technical and administrative support to the Advisers;
* Deal effectively with queries from clients and other parties through effective communication;
* Ensure that files are complete with all required client documentation, so advice sets can be submitted correctly;
* Assist advisers and clients with their applications;
* Write accurate and professional suitability letters;
* Set up New Partners on our CRM system, linking any referred
* clients;
* Book client appointments;
* Maintain accurate computer records and follow the
* company’s compliance process at all times;
* Help to progress clients’ applications by liaising with
* insurance companies, GP surgeries, consultants and companies who arrange medicals for clients, then updating the client of progress;
* Update information and creating tasks as required on the CRM system;
* Liaise with other departments, as required;
* Send out trust forms, assisting clients with completing them,
* checking trust forms are correct when returned and if not liaising with the client correct errors. Sending trust forms to insurers and documenting the process on the CRM system;
* Any other duties that may be required.