Advisor Support Administrator job in Douglas, Isle of Man

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CV-Library jobs

Job Title: Advisor Support Administrator
Job Type: Permanent
Location: Douglas, Isle of Man
Salary: £21000 – £24000/annum Excellent Benefits Package
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits: Excellent Benefits Package

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Job Description: Overview

This leading Douglas-based Financial Services Sector company is seeking s Senior Administrator to act as the primary contact point for IFAs and customers, ensuring that an exceptionally high level of service is delivered in order to differentiate their offering in the marketplace

Role Profile:

* To ensure that all calls and email enquiries are handled in a professional manner, taking ownership of recording and following these through to resolution. An ability to handle 50-80 calls on average per day

* To ensure that when dealing with IPB queries, these are referred via email to the correct department. When Chargeable events queries are received to correctly initiate workflow

* To monitor the agent adviser system and ensure sufficient departmental phone cover/email cover is consistently in place and raise any resource problems with the Team Leader

* To recognise any complaints received within the area and refer appropriately within the required timescales. Where possible to begin the investigation and ascertain which business area the complaint lies with

* To provide support to front office teams as appropriate to reduce referrals that may otherwise impact on daily processing within the back office teams

* To provide support to the Team Leader by rising to new challenges, responsibilities and assignments within the department whilst working to achieve both personal and departmental objectives

* To support the on-going development of the department via project involvement and delivery of ad hoc tasks and requirements

Person Profile

* A minimum of 1 years' Financial Services experience, ideally within the Life Assurance sector

* A team player

* Completer finisher in approach to all aspects of work, with fine attention to detail and accuracy

* Excellent customer services skills

* Numerate

* Able to work to deadlines and using their own initiative where required


* FA1 & CF1 (or equivalent regulatory qualification)

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