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Portfolio Bonds Servicing Administrator

Job Purpose:
Experienced Administrator with previous Financial Services experience is required to join an International Life Assurance Organisation on an initial contract basis. As a PB Servicing Administrator, the role holder will be dedicated to the delivery of high quality experience for Customers and Financial Advisers. Working as part of a high performing team, the team member will be responsible for the administration of products, from New Business applications through to the payment of the final surrender value.

Key Responsibilities:
Liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.
Take responsibility for the work allocated to you, ensuring that you take ownership as far as possible for the client outcome.
Ensure that opportunities for process and service improvements are raised with the Team Technician and/or Team Leader.
Escalate system issues and defects in the appropriate manner.
Support any business projects and initiatives as required.
Administration of initial policy set up.
Administration of additional single and regular premiums.
Administration of new business and related policy queries, including updates and general enquiries from Advisers and clients.
Interaction with regional offices.

Skills & Experience:
Previous administrative experience within Financial Services.
Knowledge and experience within a Life Company is highly desirable.
Anti-Money Laundering knowledge/experience.
Experienced in using Life Administration systems such as AS400.
Hold industry related qualification-desirable.

Hours & Benefits:
Good rates of pay - market competitive, structured working pattern-core business hours, car parking on site.


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PP6198
Competitive
James Martin
Senior Recruitment Consultant
01624 665115
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