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Job vacancy

By January 7, 2016 February 12th, 2019 No Comments

We have a job vacancy for an experienced Business Support Administrator to join our team.
Salary competitive – dependant on experience

The main areas of responsibility are to:

  • Provide a first class administration service, together with a dedicated Paraplanner, to a group of consultants.
  • Answer basic client/insurance company queries via incoming telephone calls and email.
  • Maintain a personal diary system on our back office system.
  • Issue client Letters of Authority to providers and collating information.
  • Organise quotes, online or via telephone, then putting full package together for adviser – ensuring correct proposal & KFD.
  • Process business online such as Platform, Personal Pensions and Investments.
  • Ensure all documentation required by FCA is completed and all business is compliant
  • Demonstrate an ability to logic check information before accepting/processing.
  • Have a basic understanding of compliance procedures with regard to new business processing.
  • Valuing client portfolios – obtaining data from providers.

Please send your CV to kathrynwallwork@cullenwealth.co.uk .
No agencies please.