Apprentice Financial Adviser pontefract Employer Carter James Associates Ltd Learning Provider Delivered by Babington Business College. Vacancy Description • Providing general office administrative support including Filing/scanning/photocopying, banking/post/franking, processing premium payments, answering the telephone, note/message taking and creating new files • Maintain client and policy records through the client management system and associated IT solutions • Support the account handling team in delivering a full client servicing proposition in a professional, timely and efficient manner including new business, mid-term adjustments and renewals. Transact with insurers and clients accordingly. • Develop and understand key policy cover and technical information. • Communicate all information necessary to ensure clients are fully aware that their needs have been met and contract certainty achieved. • Manage instalment and credit provisions for clients. • Ensuring that any formal complaints or potential formal complaints are referred immediately to Managing Director • Ensuring that all compliance procedures are adhered to on a day to day basis. • Ensure client files are complete in accordance with procedures. • Study for certificate in financial planning. • Undertake other tasks as required by Managing Director. Working Week 9am to 5.30pm Mon to Fri (37.5 hrs a week) Weekly Wage £ 106.00 Number of Vacancies 1 Vacancy Reference Number VAC000261837 Closing Date For Applications 30/09/2013 To apply please visit apprenticeships.org.uk and enter the vacancy reference number
Posted on: Thu, 26 Sep 2013 12:58:26 +0000
Trending Topics
Recently Viewed Topics
© 2015