Expansion within our Client’s Group has led to the need to appoint an additional Branch Administrator. You should have relevant Financial Services Administration experience and a first had knowledge of Financial software including 1st would be an advantage. You will be based in our Client’s Head Office on the Wirral (near Chester). General duties will include the following:-
*Answering telephone and re-directing calls as required.
*Greeting individual callers and dealing with as required
*Processing new business applications in a timely and compliant manner
*Liaising with product providers, clients and advisors as necessary
*Inputting new business and maintaining and ensuring that new and existing records, both computerised and manual, are kept up to date
*Issue of annual statements to group scheme members
*Assist with group scheme renewals
*To follow cases through to issue and payment
*To send out policy documents and file copies
*All Filing – creating new files and maintaining existing files
*Provide general administrative and clerical support, as required
In order to apply for this superb opportunity, please submit your full CV and any relevant information as soon as possible.
Salary up to: £19,000