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Financial Planning Administrator
1 week ago
The business for this area heavily focuses on investment planning for individuals who live outside of areas where we have regulated offices.
Key Duties:
- Maintaining and chasing the New Business Pipeline to ensure swift activation of policies involves chasing providers, clients and advisers for relevant updates
- Liaising with Providers, Trustees and Pension Schemes
- Administrating policy amendments such as Portfolio Valuations, Withdrawal requests, Deed of assignments, Letters of Authority and Transfer of Agencies
- Updating and maintaining our inhouse and backoffice systems
- Working to support the Group Head of Administration and Senior Administrators
Desired Skills and Experience:
- Good IT Skills an intermediate understanding of Microsoft Office
- Excellent Communication Skills friendly and confident both verbally and written
- The ability to work alone, under pressure using your own initiative or working as part of a team
- A good problem solver with the ability to negotiate and encourage at a benefit to the company
- Highly organized manage workload, motivated and able to take on responsibility for your role
- A desire to work towards a Financial Diploma or Degree with CII or CISI
Ability to commute/relocate:
- Dubai: Reliably commute or planning to relocate before starting work (required)
Experience:
- financial services: 3 years (required)
Application Deadline: 10/05/2023
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