2 jobs found

INSURANCE ADMINISTRATOR LUTTERWORTH SALARY UP TO 28,000 Opportunity Get recruited is proud to represent a small friendly insurance brokerage looking to expand their team due to a recent company growth. As an Insurance Administrator, you will be using Acturis CRM system to complete the required administrative parts of both New Business and Policy Renewals. You will be in a team of 6 other Admin professionals who are all responsible for a range of office duties including periodically answering in-coming calls. This is an excellent opportunity within a company that values internal progression and training so if you have worked in an insurance environment and have a background in Administration apply today. Insurance Administration Assistant Roles and Responsibilities Sending Out Renewal Declarations and proposal Forms Managing Assigned Diary Entries Issue policy documents and EL Certificates and up-date client records accordingly after scrutiny Scrutinise all policy documents and EL Certificates and up-date client records accordingly. Collating ERN's from clients All existing clients check sanctions list Update client records in Acturis accordingly and paper file if necessary Processing MTA's Invoicing clients Identifying and cross selling opportunities Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly. Troubleshoot customer issues over the phone. Use automated information systems to analyse the customer's situation. Maintain a balance between company policy and customer benefit in decision making. Handle issues in the best interest of both customer and company. Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience. Responsible for compiling and generating reports as they relate to customer service surveys. Person Specification Minimum of 2 years of experience within an insurance company (preferably commercial) Previous use of Acturis highly preferable Any Insurance qualifications (CII) an advantage High attention to detail A commitment to customer satisfaction and customer service. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.