Business Processing Administrator

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BUSINESS PROCESSING ADMINISTRATOR

SALFORD QUAYS

Being one of the country\’s top independent financial advisers is no mean feat. But our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for Administrators that want to play a crucial part in improving peoples lives. We work at pace but as One Team.

THE ROLE

The key function of the role is to deliver an efficient and effective support service to the Adviser, while providing an excellent service to our clients. You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure.

WHAT\’S IN IT FOR YOU?

• That wants you to be a success and will do everything we can to make it happen
• That will invest heavily in your professional development and keep you at the leading edge of technology
• That is going from strength-to-strength every year, and want you to be a part of that
• That provides the reassurance and security of being an integral member of the Swiss Life Group

Responsibilities

• To ensure that all fees in relation to business processing are produced and followed up as required
• To carry out compliance documents checks in accordance with FCA guidelines and internal business standards
• To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process
• Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team
• Liaise with external providers to ensure the timely completion of transfers that affect client portfolios

Experience & Skills

• Qualified to A-Level standard or equivalent essential
• Good communication skills, both verbal and written, with the ability to instil confidence
• Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload
• Basic knowledge of regulatory requirements
• Excellent attention to detail

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

Industries

Transportation, Logistics, Supply Chain and Storage