Administrator

Job Posting

Position : Administrator

Job Purpose :

Complete submissions for complex business

Complete packs for complex business

Complete pipeline for complex business

General administration as required

Reporting to : RFS & Retirement Servicing Manager

KEY RESPONSIBILITIES

Submissions

Ensuring careful and accurate completion and recording of forms

Understanding the importance of detailed and accurate commission profile

Communicating with the client to update them on the status of their submission

Ensure accurate completion and updating of KPI records

Ensuring submitted files are compliant

Pipeline

Chasing submitted business to completion

Problem solving any issues that occur

Keeping the client updated on the status of their business

General Administration

Answer inbound calls in a polite and friendly manner, redirect calls as needed

Complete scanning, filing and printing as and when needed

General Responsibilities

Communicating effectively and respectfully with all co-workers, clients and 3rd parties

Ensuring general tidiness of the office at all times

Compliance with all company policies and procedures

Compliance with the regulator, the FCA

Undertake any reasonable duties to contribute towards customer care

Undertake any reasonable duties to help the company reach the goals

To behave in a fit and proper manner in accordance with a professional organization

Maintain an open minded, positive outlook whilst maintaining high levels of diligence

CRITICAL TASKS

Work is accurate and compliance guideline understood and followed.

All required documents are received, completed and signed where required.

Raise risk alerts appropriately and consistently in line with policy.

GDPR and data protection is followed at all times.

All information is accurately recorded / logged.