Our client has a permanent position available within their New Business Team.
The roles would suit a high performing administrator, with an in-depth understanding of customer due diligence, new business acceptance and regulatory requirements.
The main duties for the role holder will include:
- Reviewing and inputting of new business applications
- Ensuring that new business applications have been accepted in line with our client’s internal guidelines
- Contacting Financial Advisers and Customers to request outstanding information
Typical Knowledge and Experience:
- To ensure that this role is carried out to the desired level, the successful candidate should have the following skills and experience:
- A minimum of 2 years financial services experience ideally in a new business role within Life Assurance.
- Strong communication skills.
- Ability to deliver against deadlines and excellent organisational skills
- Ability to deliver accuracy and quality performance