Job Description
This role will have responsibility for providing admin support to our business based Client Advisors contributing to our best in class client service whilst ensuring the adherence to internal protocols and service level agreements.
What you will be rewarded with:
- Competitive salary with annual review
- Up to 12% pension contribution
- Healthcare cover
- Study Support
- Hybrid working arrangements
- Sports & Social clubs/Wellness Programme
- Paid annual leave and ability to purchase additional leave days
- Travel ticket/bike to work/dental are optional
- Subsidized canteen
- 35 hour working week
We will rely on you to:
- Support Client onboarding activities such as:
- set up of new Client accounts, ensuring all supporting documentation is in place
- ad-hoc client related administrative duties; such as maintenance of key client information
- Support general administrative changes within fiduciary systems
- Supporting Client Advisors with administration activities throughout the Renewal lifecycle such as:
- booking meetings, meeting logistics, collating and distributing supporting documentation and reports
- Management of actions
- Recording key decisions and responses
- Ensuring key documents are stored within the relevant document repository
- Generate invoice requests (when required)
- Support Client Advisors with general client / carrier queries
- Support business in preparation of various renewal documentation
- Ensuring all documents are stored in our document repository for future ref and audit
- Ensure that compliance procedures and policies are maintained and adhered to at all times