Client Support Administrator
5 days ago
Great benefits
- Hybrid working
- Fast-growing financial services business
Are you looking to build a career in financial services, but getting your foot in the door is proving hard? If so, this is a great opportunity, as our client offers a clear pathway that could lead to more experienced roles such as wealth management administration, paraplanning or advisor roles.
Our client is a fast-growing financial services business based in East Sussex. They are looking for a client support administrator to join their growing insurance team. The role is to provide support to a team of Insurance Advisers, who advise customers on income protection insurance, life insurance, critical illness cover and private health insurance. The firm is well respected with a great team who socialise together outside of work. This is a great entrepreneurial environment where everyone’s views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company.
Responsibilities include:
- Producing recommendation letters for clients
- Collating, managing, and migrating of customer information for external compliance checks
- Working with external clients and insurers on behalf of advisers to gain underwriting decisions
- Helping customers at the point of claim
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