Job Title: Business Support Administrator
Hours: Monday to Friday 9-5
Our client a financial wealth business is going through a rapid period of growth and are now seeking a full time administrator to join their team.
- Preparing relevant paperwork for client meetings.
- Submitting online applications.
- Processing Business and submit to providers
- Answering the phone and be able to deal with client questions that are not advice based in a timely manner.
- Collating research for recommendation.
- Using quotation systems for Mortgage, Protection, Investment products.
- Provide template suitability letters for the adviser to complete.
- Maintain and update information held on the company’s back office system.
- Sending client authorities to Providers and chasing the required information
- Liaise with clients (verbal/written)
- Buy / Sell upon client / adviser instruction
- Checking cash balance reports
- Liaise with Providers Verbal / Written
- Handling of Deaths – Wills/Executors etc
- Producing MI reports as requested by the adviser
Reference ID: KD1
Job Types: Full-time, Permanent
Salary: £20,000.00-£23,000.00 per year
All candidates are required to wear face masks when attending interviews with both Contact Corp and our clients.