eploy
Administrator
Partners Wealth Management
London, GBR
Full-time
Entry
Onsite
Discovered 2 weeks ago
Free
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Provide support to the office/Adviser for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients.
Responsible for submission of all new business to product providers/lenders and delivering a first-class on-going service to our existing clients.
This role is to fully support the Partner(s) to service and grow their client business book. Opportunities for internal progression, as you develop skills & knowledge, are available as vacancies for all Partners support are advertised internally.
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About The Role
Provide support to the office/Adviser for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients.
Responsible for submission of all new business to product providers/lenders and delivering a first-class on-going service to our existing clients.
This role is to fully support the Partner(s) to service and grow their client business book. Opportunities for internal progression, as you develop skills & knowledge, are available as vacancies for all Partners support are advertised internally.
Key Responsibilities
- Provide an excellent telephone-based service to clients and third parties.
- Maintain Enable system ensuring that all tasks & activities are completed in line with company policy and procedures.
- Handle all valuation tasks and queries in a timely, compliant manner, meeting agreed performance standards.
- Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation & annual review production.
- Take ownership for the management of online platforms access for all within your team, together with the Unipass Certificate management.
- Complete client related activities or general tasks as instructed by Partner and follow through to completion dealing with any queries that arise from these activities.
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