Do you have a passion for customer service and a keen eye for detail? Why not join a dynamic and supportive team helping advisers and clients get their business over the line.
The Role
Support our financial advisers and ensure new business is smoothly and accurately processed.
About You
We are looking for a team player who is customer focused detail oriented and eager to grow within financial services.
The Reward
The Role
Support our financial advisers and ensure new business is smoothly and accurately processed.
- Deliver exceptional service to financial advisers throughout the new business journey
- Provide accurate and timely illustrations and guidance on application requirements
- Assist with source of wealth reviews territory decisions KYC and application form queries
- Process and vet new business applications across various client types
- Ensure compliance with regulatory and internal requirements at all times
- Maintain accurate client records and track pipeline application progress
- Liaise confidently by phone and email with advisers and internal teams
- Support junior team members through training and mentoring
- Meet daily deadlines and service standards with a focus on quality
- Identify and help resolve operational issues or delays
About You
We are looking for a team player who is customer focused detail oriented and eager to grow within financial services.
- Previous experience in financial services or the life assurance industry
- Strong planning organisation and communication skills
- Excellent telephone manner and written correspondence ability
- Proven ability to meet deadlines and work under pressure
- Good understanding of Microsoft Office applications
- Comfortable working both independently and as part of a team
- Knowledge of AML and KYC requirements
- GCSE grade C or above in English and Maths or equivalent
The Reward
- Collaborative and supportive team culture
- Opportunities for personal and professional development
- Exposure to a wide range of financial products and services
- Work with experienced professionals in a growing and dynamic business
- Be part of a values-led organisation committed to service and integrity