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- Flexible benefits to suit your lifestyle including buy and sell holidays
- Hybrid
- Pension
- Income protection
- Life insurance
- Checking and processing all new business applications and associated paperwork
- Conducting electronic identity data verification of clients
- Chasing new business applications
- Supporting advisers with appropriate management of clients’ cash holdings on provider platforms
- Maintaining and creating accurate and up-to-date client and plan records on Intelligent Office
- Managing and completing all relevant tasks assigned and other support team members
- Assisting in the provision of quotations and other relevant paperwork
- Receiving incoming telephone calls, dealing or redirecting as appropriate
- Receiving and dealing with incoming documentation or correspondence
- Responding promptly to queries from clients, providers, and advisers
- Completion of other reasonable duties as required by SLT
- Basic knowledge of FCA rules and guidance
- Proven experience in a similar role
- Team player
- Organisational skills
- Excellent customer service skills
- Excellent problem-solving skills
