Financial Planning Administrator
2 weeks ago
This specific position will focus on supporting our Rest of World Team. 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 in-house and back-office 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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