Welcome/Relationship Management Administrator VN923

To deliver an exceptional customer experience to financial advisers as partners looking to place business with us; including but not limited to the provision of accurate and timely illustrations, guidance on Source of Wealth, Territory Decisions, special deals, KYC and the completion of new business application forms, whilst processing new business applications.

The role focuses on building and maintaining positive working relationships, responding to enquiries, coordinating service requests, and ensuring that all interactions are handled efficiently, accurately, and in line with regulatory and company requirements.

Key Responsibilities

Excellent written and verbal communication both internally & externally
Ability to deal with queries from clients, both internally and externally via telephone or written communication.
Ability to produce new business and additional single premium illustrations across all products
Proactively engage with intermediaries to provide updates and facilitate the resolution of queries.
Excellent understanding of the products
Thorough understanding of special deal, source of wealth and territory decision processes
Strong understanding of our application forms and KYC/AML requirements
Adhering to regulatory legislation and ensuring compliance requirements are met
Accurately creates and maintains client records on team workflow system throughout the pre-sale process
Capable of working to tight deadlines & displays good time management skills by monitoring and managing flow of incoming tasks throughout the day
Identify problem areas and offer various solutions wherever possible
Escalate risks, service issues and potential complaints promptly and appropriately

Work Experience

Minimum of 1 years’ experience in Financial Services.
Happy answering calls and dealing with customers over the phone
Good knowledge of Microsoft Office Applications (Word, Excel, Outlook)
Ability to draft thorough and comprehensive letters / fax
Experience within a customer facing administration role
Good planning and organisational skills.
Ability to work within a team or on own initiative.
Can maintain high level of accuracy and still work within agreed service standards.
Ability to work under pressure.
Excellent communication skills (written & verbal)
Good team player
Clear understanding of Customer Service
Commitment to providing outstanding customer service
Excellent telephone manner
Technical Knowledge and Skills
Computer literate - comfortable using a wide variety of systems
Knowledge of the regulatory framework (AML KYC )
Ability to meet individual targets and goals with accurate results.

GCSE (or equivalent) grade C or above English and Maths
FPC1, IAQ or equivalent qualifications in finance or a business related subject.

Salary & benefits

TBC

Hours

35