New Business Administrator

TMR Group Ltd
02 Oct 2019
23 Oct 2019
Job Type
Contract Type

This role is based in Bromsgrove and please note there are working shift patterns, 8am-4pm, 9am-5pm, 10am-6pm

Main duties are:

  • Complete compliance and scanning checklists accurately
  • Accurately process new business in accordance with compliance guidelines
  • Update and manage a diary system, dealing with the relevant new business diary entries within set SLA's (service level agreements) to the conclusion of the new business processing
  • Setting up correct event lists to ensure handovers to other departments are seamless (e.g. Finance, Investment)
  • Maintenance of all administration systems, ensuring that all client data is accurate and up to date
  • Maintenance of diary management system
  • Ensure appropriate documentation is scanned and attached to the relevant client records
  • Assist with the management of the IFAs pipeline of new business
  • Understanding the process of new business processing e.g. PPP's, Bonds, ISA's and GIA's
  • To ensure Financial Planning Propositions are set up correctly
  • Use online systems to submit applications (excluding Protection)
  • Use online systems where necessary to obtain information for new business tracking