Admin Support Coordinator

A highly successful Nationwide, wealth management firm is looking for a Support Coordinator to provide full administrative support to Advisers within the business.

Job Description:

• Setting up New Partners on CRM system, linking any referred clients and calling clients to book appointments.
• Answering calls from Advisers and clients, then managing their queries.
• Maintaining accurate computer records and to follow the company’s compliance process at all times.
• Write suitability letters.
• Creating and submitting Advice sets
• Managing the protection planning inbox and responding accordingly.
• Send off medical report requests and chase GP surgeries for medical information.
• Helping to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients. Then updating the client of progress.
• Entering data onto the CRM computer system.
• Updating information and creating tasks as required on the CRM system.
• Sending out trust forms.
• Sending trust forms to insurers and documenting the process on the CRM system.
• Sorting out any payment issues or queries with policies once they are on risk.

Person Specification:

• Previous experience in similar role within Financial Services
• Excellent communication, interpersonal and listening skills
• Outstanding attention to detail, enthusiastic, proactive
• Able to multi-task
• Confident at prioritisiing and working to deadlines
• Strong IT skills
• Polite, helpful and a team player
• Ability to work in a compliance manner/adhering to the firm’s compliance manual

Additional Information:

• Reigate or remotely based
• Permanent role, Monday to Friday, 9-5pm
• £21-22,000 (may consider slightly higher for a very experienced candidate)
• 28 days holiday
• Annual profit related bonus
• 4 x death in service
• Company pension scheme
• Career development – company will pay for financial services training and exams
• Access to hundreds of free or discounted things such as holidays, hotels, food and drink, activities, gyms, clothes, tech and more via Perkbox

Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.

Follow us on Twitter or join our Facebook community by clicking ‘Like’ on our Optima Recruitment Ltd page. Be the first to see our jobs as well as useful information about the job market, CVs and interviews.