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New Business Administrator (O910570)

Douglas, Isle of Man

Assurance & Insurance

Excellent starting salary and benefits package

Full time / Permanent

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Job description

Overview

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a New Business Administrator to join an established Team.

Role Profile

The purpose of this role is to deliver an exceptional customer experience to financial advisers looking to place business, including 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.

Day to day responsibilities include:

  • Deal with queries from clients, both internally and externally via telephone or written communication
  • Produce new business and additional single premium illustrations across all products
  • Process Source of Funds and AML / KYC documentation
  • Adhere to regulatory legislation and ensure compliance requirements are met
  • Accurately create and maintain client records on team workflow system throughout the pre-sale process
  • Vet new applications, identifying any additional requirements for all products and client types (individuals, trusts, pensions and corporate clients)
  • Update systems appropriately following receipt of outstanding documentation for pipeline applications
  • Work to tight deadlines and ensure issue checking is prepared by 3pm each business day
  • Work to tight deadlines & display good time management skills by monitoring and managing flow of incoming tasks throughout the day
  • Identify problem areas and offer various solutions wherever possible
  • Identify & log any complaints / VODs that are received, ensuring the complaints procedure is followed correctly
  • Contribute to the development of strong working relationships with the advisers as well as their support staff, whilst supporting training and mentoring junior team members

Person Profile

  • GCSE (or equivalent) grade C or above English and Maths
  • Minimum of 1 years' experience in Financial Services
  • 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 and a commitment to providing outstanding customer service
  • Excellent telephone manner
  • 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

Desirable:

  • FPC1, IAQ or equivalent qualifications in finance or a business related subject

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