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2022-01-17 16:34:221970-01-01 Lloyd Recruitment Services Limited
Job Type Permanent Full Time
Location Southampton, Hampshire
Area Hampshire, UK Hampshire UK Southampton, Hampshire
Sector Financial Services InsuranceOffice Support
Salary Up to £22,000
Start Date ASAP
Advertiser Lee OBrien
Telephone 01372818299
Job Ref LO 11568
Description
New Business Administrator

Lloyd Recruitment Services are delighted to be recruiting on behalf of one of our longest serving clients, a leading FTSE250 financial services organisation, that seek a New Business Administrator to process and progress the new business introduced from the fast-paced sales avenues of the company.

The client is offering a hybrid working pattern, 3 days will be office based, with the option to work from home for 2 days a week.

Reporting to the Operations Manager, the role requires a high level of accuracy, being methodical, organised with excellent attention to detail. There will be interaction with external parties including customers, brokers as well as with internal departments.

Responsibilities:
  • Attending to new business enquiries ensuring Credit Relationship Managers (CRM's) and Brokers are aware of the progress of their proposals
  • Managing the administrative life cycle of proposals from receipt of financial documentation through to completion and pay-out; communicating any requests for conditions or missing items for payout in a timely manner to the relevant party
  • Undertake FCA and DPA checks to ensure compliance procedures are met
  • Collate information and update in-house systems
  • Correctly generating documentation to ensure a smooth payout
  • Ensure that agreements are uploaded accurately to the Administration system to pass on correct information onto the Customer Services Team
  • Ensuring that all payments/commissions have been documented, received and paid where relevant
  • General office administration, e.g., handling telephone calls/filing/emails

Skills/experience required:

The client is happy to receive applications from college leavers or graduates, through to those with previous administrative / support experience looking to develop their skills further.

The main attributes required include a positive, ‘can do’ attitude, excellent communication (both written and verbal) and interpersonal skills, a high level of accuracy and attention to detail, and strong organisational skills, with the ability to multi-task and prioritise.




NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.
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