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Professional Support administrator

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Professional Support administrator

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  • Published:

    about 1 month ago

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We currently have a great opportunity to join our client based on the outskirts of Cardiff as a full time Administrator.
.Salary up to £22K
Main duties to include:

  • Processing of New Business applications

  • Professional Support to the Financial Planners, Paraplanners and the business in general via the processing of administrative tasks.

  • Chase providers for policy information 

  • Checking policy information once received, uploading to back office system & and pass to relevant Planner New Business processing: • 

  • Checking all applications are fully completed, dated and signed.

  •  Adding information to database along with fees and commissions. •

  •  Processing applications to Providers/Lenders and Solicitors. 

  •  Dealing with any queries from clients and /or Providers and Financial Planners

  • The successful candidate will ideally have administration experience,   GCSE Grades A-C in Mathematics and English, and have excellent IT and Keyboard skills, be accurate, a good communicator and possess an excellent telephone manner.