The prime function of the Technician Role is to support the Financial Planners and be a central point of contact, liaising with clients by telephone, post and email. Day to day administration duties will include the processing and servicing of Life Assurance, Pensions and Investments for individual clients and Employee Benefits Group Schemes for corporate clients.
Key Tasks include: New Business Processing life, pensions, investments, group pension & group protection schemes Service Existing Clients review, process and administer all enquires relating to personal and commercial clients, and ensure records are accurately maintained and serviced Co-ordinate Annual Review Meetings preparation of reports for Financial Planners Provide Technical Support for the Financial Planners and clients Handle Claims administration of mortality claims A Certificate in Financial Administration or progression towards would be an advantage, although not essential as full training will be provided.
Benefits Include: Competitive Salary Fleixble Working 23 days holiday plus Bank Holidays Death in Service 4 X salary Pension scheme Westfield Health Range of social activities Funded professional qualifications which reward success YOU NEED TO BE ABLE TO DEMONSTRATE- Excellent communication skills, both verbal and written with evidence of communicating with a wide range of stakeholders Customer Focused approach to work The ability to plan, organise and prioritise effectively The ability to work under pressure and under own initiative. Motivation, drive and the desire to learn and develop A keen eye for detail Excellent team working skills.