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.