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Administrator Bancassurance Business Development Commercial Compliance Finance Financial Adviser (Multi Tied) Financial Adviser (Tied) Fund Manager IFA - Independent Financial Adviser Insurance Investment Management Mortgage Adviser Mortgage Proccessor Mortgage Underwriter Other Overseas Paraplanner Pension Sales Support Stockbroker Telesales Trainee Training
This vacancy is no longer available. Please try our Job Search to view our current vacancies. In order to apply for this position candidates MUST have LIFE and PENSIONS experience. Client Profile: Our client is an established and well respected firm of Financial Advisers. To ensure that all business applications (Life, Investment, Pension and Mortgages) is processed accurately and efficiently and in a compliant manner, by providing administrative support to one or more sales executives or advisers, thereby assisting the Company to meet its business objectives. To act as an effective point of contact for clients and product providers, thereby leading to prompt and professional processing of all business and general enquiries. Process new and subsequent business applications and act as a point of contact for clients and product providers and process all enquiries received, promptly and professionally. Create and maintain accurate manual and computerised records, including updating the information to ensure their accuracy is maintained. To process the post, telephone calls and electronic communication and ensure their effective delivery to the appropriate recipient. Undertake comprehensive product research; obtain quotations and sales support literature, assisting with client reviews and obtain accurate policy valuations where requested. Prepare letters and reports, assist with the collation processing and retrieval of information and provide administrative support. Ensure all business is processed in a compliant manner, raising any concerns with the adviser and/or the Administration Manager. Applicant Profile: Previous financial services administration experience is essential Full or part FPC If your skills and experience within Pensions/Financial Services doesn’t quite fit this role, please still make contact with either Juliette Lister/Lisa Tremlett on 01274 561920 as we have a large database of vacancies not presently advertised. We also work personally on your CV and source suitable vacancies that are more suitable to your requirements. However, should you not have the required experience your details will be automatically rejected. If you feel you are suitable for this position, please email your full CV along with the following information: Current Salary: Reason for Leaving current/last position: Salary expectations: Are you a car owner: Which areas are you willing to commute around: Are there any firms that you wouldn’t want us to approach: Are you registered with any other agencies: Have you attended any interviews: Ideal position: Location: Lancashire Job Type: Permanent Salary: 15000 to 16000 Closing Date: 11/07/2010