Back to search
We are seeking a detail-oriented and organised Wealth Management Administrative Assistant to support our clients Advice Solutions Team. The ideal candidate will be adept at managing multiple tasks, ensuring smooth office operations, and providing administrative support to enhance the overall client experience. A great career development opportunity for someone who is keen to expand their financial services administration experience
- Submit life insurance applications to insurers, ensuring all required information is complete and accurate.
- Communicate with clients via phone and email to gather necessary information and provide updates on application status. Confidently discuss medical terminology and handle private and confidential information with sensitivity and professionalism.
- Liaise with insurers and medical professionals to expedite the underwriting process and address any issues or delays.
- Monitor the progress of applications and follow up regularly to ensure timely policy issuance.
- Liaise with product providers, underwriters and medical professional for fast completion of a required product solution.
- Develop and maintain a deep understanding of life insurance products, including personal life insurance, income protection, Business Protection, and other insurance offerings.
- Keep up to date with changes in the protection market, including regulatory requirements, industry trends and competitor activity.
- Building and maintaining relationships with insurance providers.
- Provide guidance and support to Financial Planners, Paraplanners, and other team members regarding insurance products and application processes.
- Assist in creating and maintaining a panel of insurance products that meet customer duty expectations.
- Ensure all interactions and processes comply with industry regulations and company policies
Experience required:
- Experience of building strong stakeholder relationships with clients.
- Experience of working in a regulated environment ensuring sales activity is compliant with regulatory requirements and company policies.
- Experience and understanding of insurance applications, medical terminology and industry practices.
