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Data Administrator (Maternity Cover) - Whiteley
Artemis Recruitment ConsultantsWhiteley, GB30+ days ago
Salary
£35,000.00 yearly
Job descriptionDemonstrate a strong technical knowledge, and understanding of all financial products, plans and product providers (additional training will be given) At least 2 years' experience within the financial services industry Desire to learn and continue to develop technical knowledge and understanding Excellent communication skills, both verbally and in writing Exceptional attention to detail Ability to communicate effectively with departments across the business Comfortable with working in a fast-paced environment Strong team player, proactively offering support to the team Strong organisational skills and able to manage a busy workload Working towards a level 3 or level 4 qualification with the CII Strong IT skills Can proactively demonstrate a desire to take responsibility for personal development, being aware of any knowledge gaps and actively working to close these gaps Act as a strong advocate of change
Data Administrator (Maternity Cover) - Whiteley
Our client is looking to take on a new Data Administrator to join their firm based in Whiteley - this will be a 12-month maternity cover contract, offering the flexibility of hybrid working (2 days in office).
Responsibilities :
The role will report to a Paraplanning supervisor, and the key areas of the role are as follows :
- Populating LOAs and adding client signatures, where the FPA has been signed
- Sending LOAs to providers in the most efficient manner
- Chasing receipt of LOAs and the plan information required to conduct analysis
- Complete LOA checklists (preferably from telephone calls, with paper confirmation to follow)
- Communicating with PPs on further information required
- Updating plan information on Curo and ensuring the relevant information is added to the files
- Updating Curo, advisers and client services team members on the status of an LOA
- Take ownership for process documentation and process enhancements
- Respond effectively to any queries on cases in your queue
- Effective testing of IT developments / projects, actively providing input / putting ideas forward for tech improvements
- Assist with the effective implementation of changes to procedures / processes
- Assist with process redesign initiatives
Experience & Qualities :