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| Title: | Senior Planning Assistant - VR/03691 |
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| Date Posted: | 29th February 2016 |
| Salary/Rate: | £7.28ph - £8.31ph |
| Location: | Peterborough |
| Type: | Temp to Perm |
| Contact: | Sally |
| Description: | Duties to include:
• Dealing with phone enquiries where possible.
• Opening and sending post out.
• Emailing, faxing, photocopying and scanning documents.
• Update the back office software as and when necessary e.g. salary updates, changes of addresses, members who have left service etc.
• Updating online valuations and checking emails from clients on the online portal
• Adding new clients to the back office software
• Ordering GPP quotes for new members to Group Schemes by phone, email and online
• Sending out GPP direct offer letters with quotes and documentation
• Process new business applications;
• All policy details are to be put onto the system
• Check applications are completed correctly
• Follow a prescribed compliance checked procedure
• Check and / or obtain appropriate anti money laundering documentation
• Copies of applications and letters to be taken for our records
• Writing letter enclosing application
• Monitoring the application from start to end and up-dating the client and dealing with issues which may arise
• Confirmation letter
• Processing of policy documents;
• Policy documents to be checked
• Copies of policy documentation to be kept on record
• Policy documentation issued to client
• Forwarding of GPP/DIS/PMI renewal documents for companies
• Processing daily price feeds
• Obtaining client valuations through our back office system or directly from product providers – this is a large part of the role and requires attention to detail and a reasonable understanding of investments
• Copy typing when requested
Miscellaneous:
• May be required to make office secure at the end of the working day
• Should be able to work well within a small team
• Should be presentable in front of clients
• Should be confident using the computer and the internet
• Ideally, experience of the Adviser Office back office system would be welcomed
• Experience of working within an IFA firm would be welcomed
Hours - Monday to Friday 09.00am to 17.00pm
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